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Wealth Management Paraplanner

4 months ago

BarrowuponHumber, United Kingdom Ortus PSR Full time

A close-knit IFA and Wealth Management firm in Sheffield are looking to take on a Wealth Management Paraplanner to help the team to support the Director and the Financial Advisers in the business.

As a key member of our team, you will use your extensive financial knowledge and technical expertise to support the Financial Advisers and help clients achieve their financial goals. Your attention to detail and ability to analyse complex financial datawill be essential in preparing financial plans, investment recommendations and performing research to support the advice given to our clients.

Your role will include Report Writing and Administrative duties as well as s upervision and workflow planning of the paraplanning team.
- **To be considered**:

- Experience within a Wealth Management and IFA setting.
- Level 4 Diploma Qualified or working towards.
- Experience writing Suitability Reports and Cash-Flow Modelling.
- Experience using the following systems desirable but not essential -Intelligent Office, FE Analytics, Smart Search, Synaptics, M&G, Transact, James Hay, Aegon.

On offer is a competitive salary, career development opportunities, and an exciting, fast-paced work environment. If you are looking for a challenging and rewarding career as a Paraplanner, we want to hear from you