Paraplanner (Pensions Management)

3 weeks ago


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:

Yes - Even split between office/home working

34-37k base DOE + bonus & full company benefits

8% pension + annual bonuses and full flexible benefits package
Holidays:

25 days holiday + stats

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.

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

Proficiency in the use of financial planning tools and industry software such as Voyant, FE Analytics, Select-a-Pension etc



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