Job Information

Trainee Paraplanner. Sheffield City Centre. £22,000-£27,000. Excellent transport Links. Full study support. 22 days Holiday (can purchase additional). Bike to Work Scheme. Dental, Life and Private Medical Insurance : up to 8% Pension Contributions : Personal Accident Insurance.

Working in partnership with a reputable Wealth Advisory Practice in Sheffield I am currently recruiting for a Junior Paraplanner to support their Advisers.

As a Junior Paraplanner you will join an existing team of Paraplanners and provide full support to their very successful Wealth Advisory team.

Duties will include but will not be limited to;

· You will analyse client objectives and produce any relevant recommendations in the form of reports

· Conduct Product Research

· You will collate and analyse information e.g. cost and charges ensuring transactions are followed through as per SLAs

· Valuations

· Platform work

And with experience/knowledge/capability;

· Previous Financial Services experience, eg Pensions or Investments is preferable

The successful Trainee Paraplanner must have either provided similar support within a Financial Planning company.

In return you will receive a generous salary which will be based on and dependent entirely upon your experience and capabilities.