Paraplanner

Job Title: Paraplanner

Location: Sheffield

Basic salary: £38,000 Plus benefits

Type: Permanent (2 days hybrid working once trained).

A fantastic AIM wealth management group is recruiting a permanent Paraplanner to join their team in Sheffield. The main responsibility of the role is to provide support to the Wealth Planners on financial strategies, plans and products to clients. This is a great opportunity for someone who has previous experience in Paraplanning, wanting to build a career in wealth management. Anyone under a level 4 will be supported through the qualification (exam and study material paid for)

Responsibilities:

Produce financial planning reports for consideration and sign-off by advisers taking into account standards for suitability and quality
Analyse client portfolios/products and other relevant information in order to prepare the above
Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client
Prepare cash flow analysis as required
Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations
Liaise with the Compliance department as necessary throughout the advice process

The ideal candidate will have:

Complex IHT and Estate Planning
VCT, EIS and BR Products
Pension/Retirement planning experience
Carry forward and lifetime allowance calculations
Structured products
Trusts

We look forward to receiving your application and will consider candidates from similar backgrounds who have the required technical experience such as Paraplanner, Pensions, Retirement Planning, Estate Planning
Posted
01/12/2022
Location
Sheffield, United Kingdom, gb
Apply Now