At a Glance
- Tasks: Prepare detailed reports and provide technical support on pensions and retirement planning.
- Company: Respected IFA firm in Sheffield with a focus on pensions.
- Benefits: Salary up to £45,000, hybrid working, and long-term career development.
- Other info: Opportunity for professional growth in a supportive environment.
- Why this job: Join a collaborative team and work on complex, impactful client cases.
- Qualifications: Experience as a Paraplanner with strong technical knowledge in pensions.
The predicted salary is between 30000 - 40000 £ per year.
NJR Recruitment is delighted to be working with a highly respected and specialist Pensions-focused IFA firm in Sheffield who are looking to recruit an experienced Paraplanner to join their growing technical team. This is an excellent opportunity for a technically strong individual who enjoys complex pensions work and wants to be part of a professional and collaborative financial planning environment.
Working closely with Advisers and Consultants, you will provide high-quality technical support across a broad range of pension and retirement planning cases, helping deliver tailored solutions and exceptional client outcomes.
The Role
- Preparing detailed suitability reports and recommendation letters
- Conducting technical research across pensions, investments and retirement planning
- Supporting Advisers with complex pension and decumulation cases
- Analysing pension arrangements, including defined contribution and defined benefit schemes
- Assisting with drawdown, pension transfer and retirement income planning cases
- Obtaining and reviewing provider information, illustrations and valuations
- Preparing client review documentation and technical analysis
- Liaising with providers, clients and internal teams where required
- Maintaining accurate records and ensuring compliance with FCA standards
About You
- Previous experience within a Paraplanner role is essential
- Strong technical knowledge across pensions, investments and estate planning
- Experience writing suitability reports within an IFA environment
- Level 4 Diploma would be desirable, but previous experience is more important
- Excellent analytical and attention-to-detail skills
- Strong written communication abilities
- Comfortable working within a collaborative team environment
- Experience with pension transfer or complex retirement planning work would be highly advantageous.
What's on Offer
- Salary up to £45,000 depending on experience
- Hybrid working arrangement
- Opportunity to work within a specialist pensions environment
- Supportive and technically strong team
- Long-term progression and development opportunities
- Exposure to complex and interesting client cases
This is a fantastic opportunity for a Paraplanner looking to further develop their technical expertise within a highly regarded specialist IFA firm.
Paraplanner in Sheffield employer: NJR Recruitment
Join a highly respected and specialist Pensions-focused IFA firm in Sheffield, where you will thrive in a collaborative and professional environment. With a competitive salary of up to £45,000 and a hybrid working arrangement, this role offers not only the chance to work on complex pension cases but also long-term progression and development opportunities within a supportive team. Experience the unique advantage of being part of a firm that values technical expertise and delivers exceptional client outcomes.
