Paraplanner

2 days ago


Sheffield, United Kingdom Search Consultancy Full time

Paraplanner
Sheffield
£30,000 - £40,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, market leading benefits, free parking, exam support, bonus
An excellent new opportunity has arisen to join a highly successful Financial Planning company in Sheffield. This is a Paraplanner position supporting the hugely successful Wealth Management team.
The role will be providing full technical paraplanning support to a top performing Advisor within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax and inheritance planning. This will be anextremely varied role with fantastic progression and development potential.
You would be expected to have a very analytical mind and be able to take a unique approach to each case to ensure a genuinely personalised service is offered to each affluent client.
This is an excellent opportunity for individual looking to become part of a successful firm and add genuine value to the business. Full support will be provided to attain additional industry qualifications.
There is also modern offices, friendly and successful colleagues who are all working to the same goal of providing the best offering in the market and fully hybrid working on offer



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