Junior Paraplanner

Junior Paraplanner

Sheffield

£30,000 - £35,000

We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Junior 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 Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.

Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.

Responsibilities:

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• Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements
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• Discuss the client's needs and objectives with the relevant adviser.
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• Prepare recommendation reports
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• Production of Cash Flow Forecast Reports
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What do we need from you?

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• Previous experience of working in financial planning
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• A good knowledge across a range of pensions, investments, estate planning and protection products
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• Good attention to detail and good grammar skills
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• Those working towards the level 4 diploma would be of most interest
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What's in it for you?

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• Genuinely competitive salary
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• Annual bonus
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• Ongoing training and development
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• Study support towards CII Diploma
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• Generous holiday allowance with the option to buy/sell days
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• Flexible hours
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• Company pension
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• Private Health Cover
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• Loads of social events
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This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm!

For more information please apply today or contact one of our specialist consultants and quote job reference NJR16811