This national financial planning and investment management firm is currently seeking a financial planning administrator to join its team in Sheffield.
In this varied role you will also be involved in tasks such as processing new business and the preparation of cases, submitting business to providers and processing fund switches.
In this role you will be involved in liaising with clients and product providers and working closely with paraplanners and advisers within the firm.
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
You must have experience working in a financial planning administration or a pension administration role.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Huddersfield.
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Hybrid/Home Working: Yes - Office-based initially with WFH flex thereafter
Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.
General
The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their team.
Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services.
You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication.
A Continuous Learning Program to keep you in the loop with relevant progression within the business and changes to economic mechanics, policies, and procedures.
Free onsite parking.
25-day annual leave entitlement, plus bank holidays.