Skip to main content

Financial Planning Assistant/Trainee Paraplanner

Full Time in Admin Support , in Paraplanning
  • Sharrow, Sheffield, UK View on Map
  • Salary: £25,000 - £28,000
  • Additional package info + WFH flex, bonus & full company benefits inc. study support

Job Description

The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team – Ideally this will be an experienced Administrator who is keen on progressing into some suitability report writing work:

  • Office Location: Sharrow, South side of Sheffield
  • Hybrid/Home Working: Yes – Flexible for the right person

 

Package: £25-28k base DOE + annual bonus & full company benefits

  • Holidays: 25 days holiday + stats
  • Working Hours: Full-time – 37.5hrs p/w

 

The Role: A slightly hybrid orientated role working across administration support, client relationship management and basic research/suitability report writing on the paraplanning side:

  • New/existing business processing
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • Dealing with product providers and managing relationships accordingly
  • Managing client relationships and being the first point of contact for technical queries as required
  • Database management
  • Assistance with client business development and marketing materials
  • Product research
  • Paraplanning and suitability report compilation – ISA transfers, lump sum investments etc

 

The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the breadth of private wealth focused financial advice:

  • Required: 2 years + experience in an Admin/Adviser Support role
  • Required: Exposure to private wealth investments, pensions and protection casework
  • Beneficial, but not required: Paraplanning and research/report writing exposure

 

What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk

Other jobs you may like