Trainee Paraplanner
Trainee Paraplanner
Sheffield
£24,000 - £28,000
NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
Our Client is looking to recruit an experienced IFA Administrator who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants.
Responsibilities will include:
To provide efficient administrative support to a number of IFA's
Preparation of correspondence including letters and emails
Prepare new business and review packs for IFA client meetings
Obtain illustrations and valuations
Conduct product research
Write suitability reports
What's in it for you?
Competitive salary
Free parking
Ongoing training and development
Study support towards CII Diploma
23 days holiday + bank holidays
Closed over Christmas
Private Health Insurance
Death in Service
Annual bonus
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR14729
Reference: 52476017
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'