Position details
TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Sheffield
£24000 - £30000 17/04/2025
NJR15686
£24000 - £30000 17/04/2025
NJR15686
DESCRIPTION
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 who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. 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.
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
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
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR15686
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 who is looking to progress into paraplanning, or an experienced trainee paraplanner looking to join a firm with more support, to provide support to the Financial Planners. 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.
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
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
The successful candidate will need to have previous experience working in an IFA practice. Those offering formal industry qualifications would be of benefit and the ability to work autonomously is essential.
For further information please contact one of our specialist consultants quoting REF: NJR15686
Apply Now
