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Job Location | Sheffield |
Education | Not Mentioned |
Salary | 22,000 - 32,000 per annum, inc benefits |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Financial Planning Administrator/ Trainee ParaplannerA fantastic opportunity has arisen for a conscientious Financial Planning Administrator/ Trainee Paraplanner to join a reputable practice of financial planners who specialise in giving advice to high-net-worth clients and business owners.You will join a dynamic team of support staff who work together to support a team of busy holistic financial planners.On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full financial study support will be provided.The roleThe successful candidate will provide 360 support to financial planners which operate a truly holistic approach. You will assist the advisers in assessing clients needs in the short and long term, assess their attitude to risk and help them to create asuitable financial plan for the future.Core tasks will involve: