(SD8) Paraplanner - Sheffield

£40,000.00 - 50,000.00 Per Annum

Job Title: Paraplanner


Salary: 
£40,000 - £50,000 however will be negotiable for the right candidate


Location:
 Weybridge


Experience:
 Minimum of 2 years’ experience working within an IFA environment


Qualifications:
 Must be Level 4 Qualified as a minimum (DipPFS or DipFA)


The Company:


Founded nearly 15 years ago our client is a Multi-award-winning national firm of Financial Advisers providing financial advice to individuals and their families, businesses and charities. With offices throughout the country they are looking to bring on a paraplanner in their Weybridge office to join their hardworking team.


Key Responsibilities:


As a paraplanner you will be a key member of the team employed to support the advisers in delivering high quality financial advice.

This role requires fully comprehensive paraplanning support in which the successful candidate will instigate and complete research, prepare recommendations, write relevant client reports and ensure cases are documented to the required standard. You will be involved in preparing and managing the overall ongoing client review process.

Don’t delay! We’re hiring for an immediate start date. Click the apply button below to start the job application process.

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with me, Daniella Anderson. Alternatively, find me on LinkedIn and send me a message.