Trainee Paraplanner

7 days ago

Sheffield, United Kingdom Tempest Jones Full time

**Trainee Paraplanner**

**(Full training and study support to obtain Diploma in Financial Planning provided)**

A fantastic opportunity has arisen for a Trainee Paraplanner to join a firm of financial planners who specialise in giving advice to individuals and corporate entities on a wide range of financial planning topics such as pensions, investments and protectionas well as advising on investment management.

You will join a dynamic team who work together to support a team of busy holistic financial planners.

Full and thorough training wll be provided so no previous experience in paraplanning is required.

**The role**

**Core tasks will involve**:

- Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
- Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
- Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.

FULL TRAINING WILL BE PROVIDED.

**Requirements**:
In return a competitive salary will be on offer along with study support to Diploma, Chartered and beyond, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.

IFA Administrator, Paraplanner, financial services administrator, wealth administrator, suitability report

  • Trainee Paraplanner

    7 days ago

    Sheffield, United Kingdom NJR Recruitment Full time

    Trainee Paraplanner Sheffield £18,000 - £20,000, inc. additional benefits We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield. This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial...

  • Trainee Financial Adviser

    6 months ago

    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...

  • Regional Office Administrator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom CV Library Full time

    Our CV Library team is seeking a skilled Regional Office Administrator to oversee daily operations in our Sheffield office.About the Role:Ensure efficient preparation and dispatch of client correspondence, encompassing letters and emails.Accurately scan and attach relevant documents to client records, guaranteeing up-to-date information.Coordinate the...

  • Administrative Support Specialist

    3 weeks ago

    Sheffield, Sheffield, United Kingdom CV Library Full time

    We are searching for a dedicated Administrative Support Specialist to support our Sheffield office's daily activities.About the Role:Assist in preparing client correspondence, including letters and emails, to ensure timely delivery.Accurately scan and attach relevant documents to client records, maintaining up-to-date information.Process letters of authority...

  • Financial Services Coordinator

    3 weeks ago

    Sheffield, Sheffield, United Kingdom CV Library Full time

    We are seeking an ambitious Financial Services Coordinator to join our dynamic regional office in Sheffield.About the Role:Prepare correspondence including letters and emails, ensuring timely delivery to clients.Scanning and attaching relevant documentation to client records, maintaining accurate and up-to-date information.Process letters of authority and...

  • Financial Services Administrator

    6 months ago

    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...

  • Financial Planning Administrator

    4 weeks ago

    Sheffield, United Kingdom CV-Library Full time

    Some companies take retaining their staff seriously. They're more walk than talk. Take this firm. They're an acquisitive, growing financial planning business. And as they grow so do the opportunities they can offer their employees. People like you. We've worked with them on a range of positions. And a common theme has been that vacancies have...