Apply to be an Paraplanner at our Sheffield office

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Job description

An opportunity has arisen for a highly motivated person to join an established independent financial advisory firm in Sheffield.

The ideal candidate would be a Paraplanner or a highly experienced IFA Administrator with a minimum of at least 2 years of working in a financial planning practice, looking to establish a career as a Paraplanner.

Level 4 qualification is ideal, but working towards qualification is also acceptable.

Person Spec: Ability to deal with all aspects of financial advise i.e. Pensions, Investments, Insurance, Inheritance Planning and Equity Release.

The role: Work alongside advisers to provide holistic advise to High Net Worth clients.

  • Preparation of suitability reports
  • Product research
  • Aligning client solutions with individual attitude to risk and capacity for loss
  • Cash flow modelling

Preferred familiarity with: Defaqto, True Potential (back office), Cash Calc and platforms (AJ Bell, Wealthtime, Quilter etc.)

Benefits: Competitive remuneration package with flexible working hours and hybrid working