Position details
PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£32000 - £40000 03/06/2025
NJR15805
Plus Excellent Benefits
£32000 - £40000 03/06/2025
NJR15805
Plus Excellent Benefits
DESCRIPTION
Paraplanner
Sheffield
NJR Recruitment is delighted to once again be recruiting for a thriving firm of independent financial planners who are now seeking an experienced Paraplanner to join their team based in South Sheffield.
This is a truly fantastic opportunity that would suit someone wanting more client contact, without the pressure of being an adviser, and truly use your technical knowledge to provide full Wealth Management options.
Other Benefits include:
25 days annual leave + Bank holidays
Enhanced Company Pension
Regular Pay Reviews
Death in Service Cover
Free Parking
Working alongside the technical team in the office, this role will be a varied and include the following:
Complete pre-report file assessments
Ensure all compliance paperwork is in order
Discuss the client\'s needs and objectives with the relevant adviser
Prepare information for analysis by the adviser
Undertake research to identify suitable solutions to meet the client\'s needs and objectives
What do we need from you?
Previous experience as a Paraplanner is essential
Experience in full suitability report writing, not just using templates
The Level 4 Diploma would be of benefit, but not essential
Strong knowledge on a full range of pensions, investments and other wealth management aspects
Good communication skills
If you are an experienced Paraplanner and you are looking for a long term role with a great Independent Advisory firm, then apply today or for more information please contact one of our specialist consultants and quote job reference NJR15805
Sheffield
NJR Recruitment is delighted to once again be recruiting for a thriving firm of independent financial planners who are now seeking an experienced Paraplanner to join their team based in South Sheffield.
This is a truly fantastic opportunity that would suit someone wanting more client contact, without the pressure of being an adviser, and truly use your technical knowledge to provide full Wealth Management options.
Other Benefits include:
25 days annual leave + Bank holidays
Enhanced Company Pension
Regular Pay Reviews
Death in Service Cover
Free Parking
Working alongside the technical team in the office, this role will be a varied and include the following:
Complete pre-report file assessments
Ensure all compliance paperwork is in order
Discuss the client\'s needs and objectives with the relevant adviser
Prepare information for analysis by the adviser
Undertake research to identify suitable solutions to meet the client\'s needs and objectives
What do we need from you?
Previous experience as a Paraplanner is essential
Experience in full suitability report writing, not just using templates
The Level 4 Diploma would be of benefit, but not essential
Strong knowledge on a full range of pensions, investments and other wealth management aspects
Good communication skills
If you are an experienced Paraplanner and you are looking for a long term role with a great Independent Advisory firm, then apply today or for more information please contact one of our specialist consultants and quote job reference NJR15805
Apply Now
