Paraplanner

RecruitUK; Sheffield; On-site; GBP 31,500 - 38,500; Full time

Benefits offered by this job

Salary negotiable up to £35,000

Study library for CPD

Health care

Ongoing study and exam support

Job summary

An Independent Financial Advice practice in Sheffield is seeking a skilled Paraplanner. Your role will include providing technical research and support to Financial Advisers, alongside occasional client interaction. The ideal candidate will possess a Level 4 Diploma or be working toward it, with excellent organisational and report writing capabilities. This position offers a negotiable salary up to £35,000, along with additional benefits such as a study library, health care, and ongoing support for professional development.

Qualifications

• Must hold or be working towards a Level 4 Diploma.
• Excellent organisational capabilities are essential.
• Strong report writing skills required.

Responsibilities

• Conduct technical research for Financial Advisers.
• Provide support to Financial Advisers with client contact as needed.

Skills

Organisational skills

Report writing skills

Education

Level 4 Diploma or working toward

Job description

Recruit UK are working on an excellent opportunity for a Paraplanner in Sheffield to join an Independent Financial Advice practice.

This firm are locally owned and managed. They focus on building long‑term relationships with their clients, they are impartial, professional and put their clients’ needs at the forefront of what they do.

They are currently looking to bring on a Paraplanner to join their existing team in their office in Sheffield. Paraplanning is a technical function of this business, it involves technical research and support to the Financial Advisers, including some client contact where required.

What’s in it for you?

• Salary negotiable dependent on skills and experience, up to £35,000
• Study library for CPD
• Health care
• Ongoing study and exam support

Skills and experience required

• Level 4 Diploma, or working toward
• Good organisational skills
• Strong report writing skills

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Advice firm based in Nottingham on a Paraplanning role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.