Paraplanner - Sheffield Area - Tempest Jones

Tempest Jones
Tempest Jones
Verified Company
Sheffield, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Paraplanner


A fantastic opportunity has arisen for a Paraplanner to join a well-established and friendly firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.

On offer will be a competitive salary and an attractive benefits package plus continued professional development.


This company place employee well-being and development as a top priority so you will be provided with continual chances to learn and develop yourself, as well as a very supportive leadership team.

The Paraplanner role


The core purpose of this role will be to provide technical paraplanning support to a team of busy financial planners assisting them with creation of financial recommendations.


  • You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
  • Conducting product and provider research.
  • You will create bespoke suitability letters justifying the reasons for each piece of advice.
  • Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
  • Analysis of clients' existing arrangements will also be required to determine ongoing suitability at review.

Requirements:

Ideally you will have experience in a similar role with strong technical knowledge of investments, pensions and protection.

You will ideally hold or be working towards the CII Level 4 Diploma.

This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.
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