Trainee Paraplanner

Location
Salary
Posted on
Reference

Sheffield
£25000 - £30000 28/03/2024
NJR14729

Trainee Paraplanner
Sheffield
NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client Bank.
Our Client is looking to recruit an experienced IFA Administrator to provide support to the Financial Planners. Although this is an administrator role, you will be exposed to all areas of paraplanning and is an excellent opportunity for anyone wanting to take the next step in their career. This role will suit someone who has been working within financial services and has strong knowledge of Pensions, Investments, Protection and Stockbrokers as well as delivery of first class service to Clients and Consultants.
Responsibilities will include:
To provide efficient administrative support to a number of IFA\'s
Preparation of correspondence including letters and emails
Prepare new business and review packs for IFA client meetings
Obtain illustrations and valuations
Conduct product research
Write suitability reports
What\'s in it for you?
Competitive salary
Free parking
Ongoing training and development
Study support towards CII Diploma
23 days holiday + bank holidays
Closed over Christmas
Private Health Insurance
Death in Service
Annual bonus
The successful candidate will need to have previous experience working in an IFA practice with the ability to be able to complete and submit application packs. Those offering formal industry qualifications would be of benefit and the ability to work autonomously essential.
For further information please contact one of our specialist consultants quoting REF: NJR14729