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Job Location | Eckington, Sheffield |
Education | Not Mentioned |
Salary | 25,000 - 40,000 per annum, negotiable, inc benefit |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.On offer will be a competitive salary and an attractive benefits package plus continued professional development.This company place employee well-being and development as a top priority so you will be provided with continual chances to learn and develop yourself, as well as a very supportive leadership team.The Paraplanner roleThe core purpose of this role will be to provide technical paraplanning support to a team of busy financial planners assisting them with creation of financial recommendations.* You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.* Conducting product and provider research.* 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 at review.* Liaising with Financial Consultants, providers and clients over the telephone and email.RequirementsIdeally you will have experience in a similar role with strong technical knowledge of investments, pensions and protection.You will ideally hold or be working towards the CII Level 4 Diploma.This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.Please note: The top end of the salary will be for highly experienced and highly qualified candidates.To apply or for further details, send your cv to jenny @ tempestjones . com