On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their team.
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.
Key Responsibilities
Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.
We are seeking a highly-skilled and experienced Paraplanner to join a friendly team of financial planners in Sheffield.
The successful candidate will play a key role in supporting Financial Advisers by preparing financial reports, analysing client objectives, and delivering customised financial advice.
Responsibilities
Researching and analysing financial products and services to source well-informed recommendations for clients.
Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition.
This newly created Paraplanner role is located for their Sheffield regional hub, one of 42 national offices.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
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.
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.
Posted by Phoenix Talent Partners • £33K/yr to £35K/yr
Calling all Paraplanners in and around the South Yorkshire area...
We are working with one of the UK's fastest growing IFA businesses - due to that growth they require a further Paraplanner to join their South Yorkshire office.?
You will work closely with Advisers and provide crucial support and client care such as:
NJR are delighted that we are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice.
With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected firm.
Posted by Capio Recruitment Financial Planning • £28K/yr to £32K/yr
With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and some technical and report writing experience, alongside strong interpersonal skills and the desire to progress.
This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield.
This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice.
Our client, a growing wealth management firm, are looking for a Paraplanner to join the business.
OPEN TO REMOTE BASED CANDIDATES WHO COULD BE IN THE YORKSHIRE BASED OFFICE TWICE A MONTH
The ideal candidate will have excellent organisational skills, be proficient in report writing, and possess a strong administrative background within the financial services sector.
The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified (minimum) Paraplanner into their expanding technical support team.
The Company: Nationally renowned IFA firm with a site in Dinnington looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers: