Full job descriptionJunior Paraplanner
Sheffield
£30,000 - £35,000


We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Junior 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 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


What’s in it for you?
*Genuinely competitive salary
*Annual bonus
*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 NJR16811