The Company: A regionally established IFA firm who are part of a larger group who are looking to add an experienced Paraplanner to their team, in support of multiple high performing, private wealth focused financial advisers:
Office Location: Sheffield
Hybrid/Home Working: Yes - Split between office/home working
Are you looking for an excellent opportunity to use your knowledge of finance in a caring, well-being environment?
Enjoy benefits including flexible working options and involvement in charity and fundraising events.
Join a Not-for-profit, charity as a Finance Assistant, where you'll collaborate with a supportive community to process payroll, expenses, and sales, while handling finance queries.
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
Specifically you'll be responsible for:
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
Working as part of our vibrant night team you will thrive on teamwork and you'll be motivated to do a great job.
We are looking for "night owls" with a real can-do attitude who is passionate about delivering excellent customer service and willing to go the extra mile for our customers.
Whether this is your first Retail Advisor role - or you're looking to take the next step in your career, if you're self-motivated, engaged, and passionate about delivering an authentic customer experience, then we want to hear from you.
The secret to our success?
Join one of our O2 stores and you'll become part of a team that thrives on making our stores look great, delivering an exceptional customer experience - and supporting each other to learn new skills and develop your career.
Whether it's filling shelves, serving on the tills, ensuring we have the right amount of stock or maybe picking deliveries ... the opportunities are endless, but everything you do matters ... ensuring our customers get everything they came for, served quickly and efficiently.
About the role
You will be expected to ensure our customers' needs are exceeded at all times while working in a number of areas of the store, so no two days will be the same.