Paraplanner
other jobs NJR Recruitment
Added before 3 Days
- England,Yorkshire and The Humber,South Yorkshire,Sheffield
- Full Time, Permanent
- £38,000 - £45,000 per annum
Job Description:
Full job descriptionParaplanner
Sheffield
Hybrid Working
Up to £45,000 + Benefits
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.
Apply today or contact NJR Recruitment quoting NJR16761 for more information
Sheffield
Hybrid Working
Up to £45,000 + Benefits
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.
Apply today or contact NJR Recruitment quoting NJR16761 for more information
Job number 3826720
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Company Details:
NJR Recruitment
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