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Heat Recruitment
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Sheffield, South Yorkshire
Paraplanner
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Salary: £25,000 per annum |
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Overview
The Client Our client are a highly reputable Wealth Management firm based north of Sheffield. With specialist expertise within discretionary investment management and independent financial advise, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. The Opportunity A position has arisen for an experienced Paraplanner to support the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment with a great office atmosphere, where progression is strongly supported. Duties will include a mixture of administration and paraplanning: report writing, processing new business, liaising with clients and maintaining files and records. This is a 9-12 month contract What’s needed to be considered? In order to be considered for this unique opportunity, candidates need to have - Level 4 Diploma qualified or working towards this is desirable/ or relevant Industry experience Previous experience within an IFA Practice High level of analytical capability and good communication skills Good Pensions & Investment product knowledge What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.