Trainee Paraplanner

3 Days Old

Trainee Paraplanner
Sheffield
£27,000 - £33,000
We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
Check all paperwork / information is available to ensure that the client file meets company and the FCA's rules and requirements
Discuss the client's needs and objectives with the relevant adviser.
Prepare recommendation reports
Production of Cash Flow Forecast Reports
What do we need from you?
Previous experience of working in financial planning
A good knowledge across a range of pensions, investments, estate planning and protection products
Good attention to detail and good grammar skills
Those working towards the level 4 diploma would be of most interest
Whats in it for you?
Genuinely competitive salary
Annual bonus
Free parking
Ongoing training and development
Study support towards CII Diploma
Generous holiday allowance with the option to buy/sell days
Flexible hours
Company pension
Private Health Cover
Loads of social events
This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm!
For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498

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Location:
Sheffield
Salary:
£30,000
Job Type:
FullTime
Category:
Finance

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