Job Details

Paraplanning Team Leader - London

Sector:Financial Services

Region : Yorkshire & Humberside

Location: Sheffield

Salary: £35,000-40,000 + benefits

Job Ref.: SL:TRWLPPWV1

Job Information

A highly respected and longstanding IFA firm in Sheffield are looking to add an experienced paraplanner to their office as a Practice/Paraplanning Manager. This is a fantastic opportunity to join a prestigious Financial Planning Practice, in a rare managerial position.

The ideal candidate will be as follows:

• DipFA Qualified and considering becoming chartered as a minimum
• 3 years’ experience as an paraplanner or PA to an IFA at a chartered IFA firm/consultancy rather than a bank/provider
• Have experience writing bespoke valuation reports and suitability letters and producing high-level research
• Experience in submitting and processing new business as well as outting together portfolios
• Strong technical knowledge of pensions, life and investment products
• Experience using wrap platforms and back office systems such as Avelo or XPLAN
• Experienced in training more junior members of staff
• A keen eye for detail and administrative experience


If you are interested in joining a team with fast progression and outstanding opportunities and you have the relevant experience then this is the role for you.

With a fantastic salary structure between Β£30000-40000 dependent on experience and full study support up to Chartered Status, this opportunity will improve you career prospects.

Please apply either within and a consultant from Cameron James will be in touch.