Paraplanner

4 weeks ago


Sheffield, United Kingdom CB3 Associates Ltd Full time

**The Company**: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background. A growing firm with excellent career opportunities on offer medium-term too, as thegroup continues to expand into 2023.
- **Office Location**: Sheffield
- **Hybrid Working**: Yes - 3 days office | 2 days WFH

**Package**:£35-40k base + bonus and full company benefits (below):

- Includes 25 days holiday plus stats, 5% pension, 4xDIS, PMI plus a flexible benefits package
- 35hr working week (Mon-Fri)

**The Role**:Consultative paraplanning role/remit working across complex private wealth advice and caseloads. Inclusive of cashflow modelling and client lifestyle planning work as required. Duties include:

- Construct financial advice and produce suitability reports for both private and group/corporate clients. Advice may relate to pension transfers, Inheritance Tax Planning, Trusts and other holistic planning areas
- Pro-actively participate in case conferences with advisers at various stages of the advice process
- Attend client meetings alongside advisers where required
- Completion of tax calculations
- Ensure the CRM and other systems are accurately maintained
- Complete due diligence and research on new propositions within the group

**The Person**:Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity.
- Required: Technical knowledge and awareness across the private wealth product spectrum
- Preferred: 2+ years’ time-served paraplanning experience which encompassed at-retirement advice, family planning and tax/trust caseloads


  • Paraplanner

    1 month ago


    Sheffield, United Kingdom Tempest Jones Full time

    A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. On offer will be a competitive salary and an attractive benefits package plus continued professional development. This company place...


  • Sheffield, United Kingdom Tempest Jones Full time

    Paraplanner A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. On offer will be a competitive salary and an attractive benefits package plus continued professional development. This...


  • Sheffield, United Kingdom Tempest Jones Full time

    Paraplanner A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues. On offer will be a competitive salary and an attractive benefits package plus continued professional development. This...

  • Paraplanner

    1 month ago


    Sheffield, United Kingdom CB3 Associates Ltd Full time

    **The Company**: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background. A growing firm with excellent career opportunities on offer medium-term too, as thegroup continues to expand into 2023. - **Office Location**: Sheffield - **Hybrid Working**: Yes - 3 days office | 2...

  • Paraplanner

    6 days ago


    Sheffield, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team: Location: SheffieldWorking: Yes – Even split between office/home working Package: £34-37k base DOE + bonus & full company benefits Benefits: 8% pension + annual bonuses and full...

  • Paraplanner

    3 days ago


    Sheffield, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

    The Company: All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description. 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...


  • Sheffield, United Kingdom Glu Recruit LTD Full time

    **Ref:226** **Role**: Pension Administrator / Trainee Paraplanner **Salary**:up to £25,000 plus bonus **Location**:Sheffield **About the role**: - You would be responsible for supporting the Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders. -...


  • 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...


  • 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: Working: Yes – Even split between office/home working Package: £34-37k base DOE + bonus & full company benefits Benefits: 8% pension + annual bonuses and full flexible benefits package...


  • 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: Working: Yes – Even split between office/home working Package: £34-37k base DOE + bonus & full company benefits Benefits: 8% pension + annual bonuses and full flexible benefits package...


  • 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: Working: Yes – Even split between office/home working Package: £34-37k base DOE + bonus & full company benefits Benefits: 8% pension + annual bonuses and full flexible benefits package...


  • 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: Working: Yes – Even split between office/home working Package: £34-37k base DOE + bonus & full company benefits Benefits: 8% pension + annual bonuses and full flexible benefits package...


  • Sheffield, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Senior IFA Administrator **Location**: Sheffield **Benefits**: Competitive salary, Pension, Holiday and Parking **Salary**:£25,000 - £28,000 per annum basic (depending on qualifications and experience) **About the Company**: We are searching for an enthusiastic and...


  • Sheffield, United Kingdom Tempest Jones Full time

    **Trainee Financial Planner/ Experienced Financial Planner** A unique opportunity has arisen for an Experienced Financial Planner or Trainee Planner to join a reputable wealth management practice in their Sheffield office. On offer would be exceptional training, good quality existing clients, a competitive employed contract and the chance to further...


  • Sheffield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Sheffield £24000 - £27000 26/05/2023 NJR13843 DESCRIPTION IFA Administrator Location: Sheffield Looking for a new challenge? Wanting to work for reputable organisation, who not only offers career development, but pension, critical illness cover, health cash plan, death in service, 25 days holidays...


  • Sheffield, United Kingdom NJR Recruitment Full time

    **Location** **Salary** **Posted on** **Reference** **Sheffield £20000 - £22000 02/06/2023 NJR13844 DESCRIPTION Trainee Financial Planning Administrator Location: Sheffield Looking for a new challenge? Wanting to start your career in financial planning working for a reputable organisation, who not only offers career development, but pension, critical...


  • Sheffield, United Kingdom Tempest Jones Full time

    **Financial Planning Administrator** An opportunity has arisen for a Financial Planning Administrator to join a multiple award-winning Wealth Management practice in Sheffield. This role will involve full technical and administrative support to a team of busy financial planners who give advice on estate planning, retirement planning, investments,...

  • Mortgage Broker

    7 days ago


    Sheffield, United Kingdom Rayner Personnel Full time €65,000

    Self-Employed Mortgage Broker – Sheffield OTE - £65,000+ Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source, attractive commission splits, and a market-leading estate agency chain in partnership? If so this might be the perfect opportunity for...

  • Mortgage Broker

    1 week ago


    Sheffield, United Kingdom Rayner Personnel Full time €65,000

    Self-Employed Mortgage Broker – Sheffield OTE - £65,000+ Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source, attractive commission splits, and a market-leading estate agency chain in partnership? If so this might be the perfect opportunity for...

  • Financial Advisor

    24 hours ago


    Sheffield, United Kingdom TechNET IT Recruitment Ltd Full time

    Financial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management services. They are seeking additional advisers to enhance their team. This...