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Job Location | Hasland |
Education | Not Mentioned |
Salary | 30,000 - 45,000 per annum |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Paraplanner Location: SheffieldEXCELLENT BENEFITS ON OFFER INCLUDING HEALTH INSURANCE, PENSION, FREE PARKING, STUDY SUPPORT AND SO MUCH MORE!Our Client is a highly successful and innovative Wealth Management Practice with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.This is a fantastic opportunity for an experienced Paraplanner who is seeking progress and work for a highly successful business that holds an excellent reputation within the Wealth Management sector.You will be working as part of a medium sized and growing team, where you will be supporting the Wealth Managers in delivering first class service to their Client bank.Responsibilities:Provide technical research support to the financial planners. Closely liaise with clientsPrepare full suitability reports Prepare summary of recommendations for administrators to prepare the client pack Calculations such as carry forward, CGT, IHT and bond calculations. Compare with appropriate funds/portfolio for the clients attitude to risk Prepare replacement contracts report for Financial Planner to review prior to suitability Assist with Investment committeeWhats in it for youFree Parking 22 Days Holiday + Bank HolidaysDiscretionary BonusesPersonalised Training PlanHealth InsurancePensionFull Study SupportFlexi Hours/home workingThe successful candidate will need to have previous experience working as a Paraplanner - preferably within an Independent Financial Services environment. You will ideally be Diploma qualified or working towards the Level 4 qualification as well as having solidcommunication and articulations skills. Experience using Intelligent office would be advantageousOur client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.For further information please contact one of our specialist consultants quoting REF: NJR13399