Junior Paraplanner

Junior 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 s...