Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Hours and Rota: 21hours per week, working 3 days out of 7 between the hours of 7am -10pm
As a Housekeeper you will be working in our student accommodation, providing an outstanding experience for our students by delivering high quality cleaning and excellent customer service.
Researching and analysing financial products and services to source well-informed recommendations for clients.
General
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.