Paraplanner

Description:

Paraplanner
Sheffield
£30-45K
Monday to Friday
Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?
Perhaps you feel a lack of support in your role?
Or simply looking for a change?
If any of the above are true, then this role should be of interest …
Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies.
Overview:
- Preparing & implementing recommendation reports
- Completing applications
- Researching suitable solutions and carrying out due diligence on recommended products
- Working closely with Advisers to ensure a professional and efficient relationship.
- Review investment portfolios
- Identify areas that need to be discussed at annual review e.g. IHT and retirement planning
- Analyse investment funds
Requirements:
- Previous experience working as a Paraplanner within an IFA environment
- High level of technical knowledge
- Excellent administration skills and report writing ability
- Recent experience of working in a similar role
- Ability to prioritise tasks and manage own workload
A diploma isn’t a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary.
If you are interested in discussing this role in more details contact Sam at Heat.
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