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» Job Vacancy

Paraplanner


Hours: Full Time
Salary: £25000 - £40000/annum £25-40k +bens
Category: Accounting/Financial/Insurance,
Location: Sheffield, Sheffield, United Kingdom

Jul 27th
days old


views


applied




Description
My client is a Financial Advisory (IFA) firm based in Sheffield, providing Financial Planning services and advice to both Businesses and Individuals.

We are urgently seeking an experienced Paraplanner. As Paraplanner you will be responsible for providing Financial Advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.

We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice, ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified whom have the level of Paraplanning experience required
Company
Company: CV Library Ltd

Further Information
Reference: 206808175/cia375162
Posted: 27 Jul 2018, 10:49
Visa Required: Applicants must be eligible to work in the specified location








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