Paraplanner

  • Location

    Sheffield

  • Sector:

    Financial Planning

  • Job type:

    Permanent

  • Salary:

    £28000 - £35000 per annum + plus Bonus and Benefits

  • Contact:

    David Everingham

  • Contact email:

    deveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH3083_1631888106

  • Published:

    about 1 month ago

  • Expiry date:

    2021-10-17

  • Consultant:

    ConsultantDrop

Paraplanner - Sheffield - Salary up to £35,000 plus company Benefits - National Wealth Management organisation

MB Fitzgerald Recruitment are currently working with a highly successful Wealth Management Organisation who have offices right across the UK. They are currently in the market for an experienced Paraplanner to join their busy team in Sheffield.

This company specialise in providing Financial Advice and Investment Management services to HNW individuals and companies and they currently manage over £6Bn of Client funds. Already considered a market leader, they have ambitious plans for growth and so it is a very exciting time to be joining the team!

The Paraplanner will be responsible for providing research and report writing support to one of the company's top performing Financial Planners. As such, it is essential that we find a candidate with previous experience in a Paraplanner role. You must be a competent report writer and ideally will be Diploma qualified (or close to achieving this). You'll work closely with other Paraplanners throughout the business, sharing ideas and solutions to ensure the best outcomes for the client. You'll also be involved in regular meetings to ensure that the team adopts a similar approach to the work for all clients.

On offer is a competitive salary of up to £35,000 plus company benefits including; Pension, Income protection insurance, Death in service insurance, Private health insurance, 25 days annual leave + extra day off for birthday. They will also pay for continued professional development including study materials and exam costs.