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Recruit UK
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Sheffield, South Yorkshire
Paraplanner
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Job Type: Full-time |
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Salary: £21,000 per annum |
Overview
Job Title: Paraplanner Industry: Financial Planning Location: Sheffield Salary: £30-35,000 per annum Job reference: 14623 Job Description: Recruit UK are working on an excellent opportunity for a Paraplanner in Sheffield to join a national firm. This is a reputable company that has won several awards from a client and employee perspective. They provide high-quality advice to businesses and individuals locally and nationally, motivating their people to help clients achieve their objectives. They believe every department and individual can contribute to the client and business success. As a paraplanner, you will support the Financial Planning department with research, report writing, fact-finding and client services. Other duties will include but not be limited to, preparing recommendations, submitting forms, maintaining client records and producing invoices. What’s in it for you: Generous Salary up to £35,000 per annum Flexible working is available. Life Insurance and Pension Other great flexible benefits including cycle to work, PMI, Cash Plan Support with additional examinations should you wish to complete them Skills and experience required: Level 4 Diploma or near qualified Previous experience in a similar role (minimum 2 years) Understanding of Investments, Pensions, IHT planning and Centralised Investment Propositions Intelligent Office experience (advantageous) You will have experience with Cashflow modelling Software such as Voyant You will be experienced in the use of research tools such as FE Analytics Excellent IT skills You will be a team player About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with a national firm based in Sheffield on a Paraplanner role. Our commitment to you Start every journey with a conversation to find out about you in depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.