Salary: £28,000 - £35,000
Our client is a growing national firm that is seeking a diploma qualified paraplanner to join their successful team in Sheffield, supporting two senior partners.
A typical client would be a HNW individual who specifically requires wealth management, estate planning and other financial planning (such as business or personal protection).
You will be required to write bespoke reports that are specifically tailored to the client’s requirements. Extremely high attention to detail, thinking outside the box, a ‘personal touch’ and being able to deal with more complex investment solutions are therefore a prerequisite.
Skills and Qualifications sought:
Previous experience of working as a Paraplanner within an advisory environment.
Knowledge and experience of paraplanning pre and post retirement scenarios (including pension transfers), investments and taxation.
Proven track record of conducting research and writing quality recommendation reports, that are client friendly and meet compliance requirements, for HNW clients.
Knowledge and experience of SIPP providers, permitted investments and specialist funds.
Knowledge and experience of research tools such as Selectapension, AdvisaCenta, Assureweb, Defaqto, Trustnet, Analytics.
Able to balance commercial needs with compliance requirements.
Confident having challenging conversations with advisers and being able to influence.
The role will be varied and requires a numerate and articulate individual who is highly organised, self-motivated and can influence others. The ideal candidate must possess excellent PC skills and have proven communication skills.
For further information please do not hesitate to get in touch or apply online.