Position details
TRAINEE PARAPLANNER
Location
Salary
Posted on
Reference
Benefits
Salary
Posted on
Reference
Benefits
Sheffield
£27000 - £33000 02/03/2026
NJR16498
Inc, additional benefits
£27000 - £33000 02/03/2026
NJR16498
Inc, additional benefits
DESCRIPTION
Trainee Paraplanner
Sheffield
£27,000 - £33,000
We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
\" Check all paperwork / information is available to ensure that the client file meets company and the FCA\'s rules and requirements
\" Discuss the client\'s needs and objectives with the relevant adviser.
\" Prepare recommendation reports
\" Production of Cash Flow Forecast Reports
What do we need from you?
\" Previous experience of working in financial planning
\" A good knowledge across a range of pensions, investments, estate planning and protection products
\" Good attention to detail and good grammar skills
\" Those working towards the level 4 diploma would be of most interest
What\'s in it for you?
\" Genuinely competitive salary
\" Annual bonus
\" Free parking
\" Ongoing training and development
\" Study support towards CII Diploma
\" Generous holiday allowance with the option to buy/sell days
\" Flexible hours
\" Company pension
\" Private Health Cover
\" Loads of social events
This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm!
For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
Sheffield
£27,000 - £33,000
We are currently working with a regional Independent Financial Advisory Firm, who is seeking a Trainee Paraplanner to join their team based in Sheffield.
This is a truly fantastic opportunity that would suit someone wanting to join and further their career with a leading Financial Planning practice. With full study support and a personalised development plan, this company would benefit someone looking for a long term role in a well respected national firm.
Working alongside the technical team, this role will be a varied, fast paced and relatively demanding role, therefore those applying should be looking for variety and be keen to take on new tasks whilst developing skills within a buoyant and exciting industry.
Responsibilities:
\" Check all paperwork / information is available to ensure that the client file meets company and the FCA\'s rules and requirements
\" Discuss the client\'s needs and objectives with the relevant adviser.
\" Prepare recommendation reports
\" Production of Cash Flow Forecast Reports
What do we need from you?
\" Previous experience of working in financial planning
\" A good knowledge across a range of pensions, investments, estate planning and protection products
\" Good attention to detail and good grammar skills
\" Those working towards the level 4 diploma would be of most interest
What\'s in it for you?
\" Genuinely competitive salary
\" Annual bonus
\" Free parking
\" Ongoing training and development
\" Study support towards CII Diploma
\" Generous holiday allowance with the option to buy/sell days
\" Flexible hours
\" Company pension
\" Private Health Cover
\" Loads of social events
This is an excellent opportunity for anyone looking to take the next steps in their career with a fantastic and growing firm!
For more information please apply today or contact one of our specialist consultants and quote job reference NJR16498
Apply Now
