Junior Paraplanner

  • Location

    Sheffield, South Yorkshire

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £24000 - £30000 per annum + Benefits and Bonus

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH425_1583321672

  • Published:

    7 months ago

  • Expiry date:

    2020-04-03

  • Consultant:

    #

Junior Paraplanner/ Report Writer/ Sales Support Administrator - Pension Drawdown & SIPP Specialist - Sheffield - Competitive salary and benefits

MB Fitzgerald are currently working with a well-established firm of Financial Advisers in Sheffield who are part of one of the UK's fasting growing Financial Services groups. They are a friendly business with a low staff- turnover that are looking for a long-term appointment who can progress within the role and the company.

Responsibilities including but not limited to:

  • Carry out research and prepare reports & documentation in respect of investments / pensions / drawdown / SIPPs / SIPP investments / pension transfers
  • Process benefits claims
  • Calculate and process disinvestments as appropriate
  • Calculate and process investment of deposit monies as appropriate
  • Collate & analyse information for pension transfers in compliant manner
  • Liaise with clients/providers in person or via telephone, email, letter, fax
  • Deal with relevant client / provider correspondence

Candidates must have experience of working within a Financial Planning environment in either a Paraplanner or Administrator capacity. You should also have experience writing suitability reports for clients although those who are ready to take a step up will be considered. Candidates who have progressed with Diploma Qualifications will be preferred although this is not essential.

The company will provide a competitive salary, depending on experience and qualifications. There will be opportunities to progress within the business and study for professional qualifications, which will be supported.