Paraplanner - Sheffield
1 week ago
**Paraplanner**
A fantastic opportunity has arisen for an experienced Paraplanner to join a well-established firm of financial planners who give advice to mainly high net worth individuals and owner managed businesses.
On offer will be a competitive salary and an attractive benefits package plus continued professional development to Diploma, Chartered and beyond.
This will be a long-term role within a secure business that is thriving.
Once embedded into the company, there will be opportunities for continued professional development and a structured career path.
**The Paraplanner role**
The core purpose of this role will be to work in a team who jointly support the firms’ financial planners with creation of their recommendations.
- You will conduct fund and provider research, access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
- You will create bespoke suitability letters justifying the reasons for each piece of advice.
- Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
- Analysis of clients’ existing arrangements will also be required to determine ongoing suitability.
**Requirements**:
Experience within a paraplanning role with strong technical knowledge of investments, pensions and protection is preferable.
You will ideally hold or be working towards the CII Level 4 Diploma.
Salary offered depends on level of experience and qualification.
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