Paraplanner or Trainee Paraplanner

Paraplanner

Are you a highly-skilled and experienced Paraplanner or Technical IFA Administrator looking for your next big career move? If so, we have a fantastic opportunity for you to join a dynamic and friendly team of financial planners based in Sheffield.

What’s on offer?

• Salary: £30,000 – £45,000 per annum (dependent on experience and level of qualification)
• Continued professional development and career prgression
• Study support to Diploma, chartered and beyond

Responsibilities:

• Researching and analysing financial products and services to provide tailored recommendations for clients working in collaboration with advisers. You'll be exposed to a vast array of pensions and retirement products, investments, and protection plans.
• Conducting in-depth analysis of clients' circumstances, portfolios, and objectives.
• Preparing comprehensive financial planning reports, suitability letters, and other client-facing documents.
• Working alongside the wider support team to ensure best client experience and required timescales are met.
• Building and maintaining strong relationships with colleagues and clients, acting as primary point of contact for technical matters via email and telephone.

Requirements:

• Proven experience in a similar role within a regulated financial planning firm.
• Ideally you will have made progress towards Diploma in regulated Financial Planning however this is not essential.
• Exceptional written and verbal communication skills.
• Strong analytical and problem-solving prowess.
• Demonstrated ability to work independently and as part of a collaborative team.
• Meticulous attention to detail and accuracy.

If you're ready to take your career to the next level with a leading business advisory practice, we want to hear from you!

Send your CV to Jenny via jenny @ tempestjones . com

Paraplanner, para planner, technical analyst, research analyst, financial planning administrator, sheffield, south yorkshire