Job Information

Working in partnership with a successful and ambitious Independent Financial Advisers in North Sheffield, I am currently recruiting for a Senior Paraplanner to join a busy team within a fast paced, professional environment.

As a Senior Paraplanner you will work alongside the Financial Planner and the Support Team, offer technical assistance and ensure an excellent service is provided to their clients. You will also offer guidance and support to more junior members within the team.

Duties will include but will not be limited to:

• Manage workflows for the paraplanning team
• Fund/Product Research
• Preparing and Implementing Recommendations
• Preparing/Writing Suitability Report Letters
• Maintain up to date industry knowledge and awareness by attending training days

The successful Paraplanner must have worked within a Financial Planners doing a similar role and ideally be Diploma-qualified, although this is not an absolute must.

In return you will receive a salary of up to £32,000 (Although negotiable dependent upon experience), plus support towards achieving further industry relevant qualifications.


For further information please search `Cameron James Professional Recruitment`, visit our website and contact Simon Wong.