Job Information

Experienced Paraplanner/Trainee IFA - Sheffield

An opportunity has arisen within a well respected IFA firm looking to take on a Paraplanner to follow on in the Director's footsteps and take on his clients due to impending retirement.

The ideal candidate will be as follows:

• At least 2 years’ experience supporting within an IFA firm (not a bank/provider)
• Provide administrative support to the financial advisors and paraplanner
• Gathering information and assist with fund research, reports and valuations
• Processing to competition new business across pensions, life and investments
• Use various systems such as Adviser Office (Avelo) and XPLAN to maintain accurate databases
• Prepare client portfolios prior to meetings
• The successful person will be self-motivated, organised and knowledgeable
• Qualifications are desirable however not essential : R01, CF1 or FPC would be an advantage



This company pride themselves on nurturing and progressing their staff, making this opportunity one of a kind. Due to the natural growth of this firm opportunities for promotion will arise rapidly.

A comprehensive package is on offer with this role starting at £25,000 up to £29,000 depending on experience. Full study support is offered up to Chartered status.

If interested and have relevant experience please apply within and one of our consultants will be in touch.