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Financial Paraplanner

3 months ago

Sheffield, Sheffield, United Kingdom CB3 Associates Ltd Full time £34,000 - £37,000
Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:Location:

Sheffield Working:
Yes - Even split between office/home workingPackage: £34-37k base DOE + bonus & full company benefitsBenefits: 8% pension + annual bonuses and full flexible benefits packageHolidays: 25 days holiday + stats

The Role:
A pure paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele.

Liaise with product providers, examine policy information and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.

Completion of pension, investment, and tax calculations as appropriate.
Work closely with the Financial Planners to deliver a seamless, end to end service for Clients.

Keep up to date with compliance and regulatory changes and maintain a high level of technical knowledge through ongoing learning and continued professional development.


The Person:

Must come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers across investments & pensions casework.

QCF level 4 Diploma qualified (or working towards)Proficiency in the use of financial planning tools and industry software such as Voyant, FE Analytics, Select-a-Pension etcWhat next?