Trainee Paraplanner

**The Company**:A hugely successful, regionally renowned IFA firm based in Sheffield who are looking to recruit a Trainee Paraplanner that can take on both basic Paraplanning & IFA Administrator responsibilities in a progressive, hybrid jobremit. With multiple sites across the country and their wealth management arm constantly growing this business are an established advisory brand in the South Yorkshire area offering independent, whole of market advice to HNW private clientele. And ultimatelythis is a fantastic opportunity for someone looking to develop a career within financial services, and ultimately progress quite quickly into full paraplanning and technical support.

**The Role**:A hybrid admin/trainee paraplanner remit geared around supporting multiple high performing financial advisers from a technical support perspective. Sitting within a team of 3 your responsibilities will include:

- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Maintaining client records on Adviser Office/Iress system
- Database management
- Assistance with client business development and marketing materials
- Research and basic suitability report compilation

**Benefits**: Full company benefits including 6% pension, 4xDIS and 25 days holiday + stats

**Flexible working**:Yes -Up to 2 days working from home

**The Person**:You must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across private wealth focused administration support. This is a highly progressive opportunity that will suit someonesat within administration who is looking for the next step career-wise, and is looking to take on further technical responsibilities. Essentially the firm are looking to mould a future paraplanner, so the desire to study towards Diploma and progress down aParaplanning career route short-term absolutely paramount.