Paraplanning Technical Expert

2 days ago


Sheffield, Sheffield, United Kingdom Oval Recruit Full time

Oval Recruit is looking for an experienced Paraplanner to join their team as a Financial Solutions Specialist.

About the Position

This is an excellent opportunity for someone with a background in paraplanning to develop their skills and expertise in a dynamic and supportive environment.

The ideal candidate will have strong technical knowledge of Investment & pension products and preferably be diploma qualified.

Key Responsibilities:

The successful candidate will be responsible for:

  • Undertaking thorough fund research and analysis.
  • Creating comprehensive Financial Planning reports for Advisors.
  • Developing a broad understanding of investment solutions, including pensions, IHT, estate, and tax planning.

Salary Range: £37,500 - £45,000 per annum.



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