Paraplanner

Overview

My client is a Financial Advisory (IFA) firm based in Sheffield, providing Financial Planning services and advice to both Businesses and Individuals. We are urgently seeking an experienced Paraplanner.

As a Paraplanner you will be responsible for providing Financial Advisers with research solutions for:

• Retirement planning
• Self‑Invested Personal Pensions
• Transfers and Retirement options
• Savings & Investments
• Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice
• Tax and Estate planning
• Optimising Company Benefit options and risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long‑term Disability

You will serve as the main link between Consultants/Advisers, Research and Administration – enhancing the transformation of research into client solutions, analysing client portfolios and providing recommendations for implementation, writing Reason Why Letters to strict deadlines, and liaising with Administration teams to ensure effective business processing.

We are looking for an experienced Paraplanner with ideally 2–3+ years experience working within Paraplanning and/or Financial Advice. A Diploma level qualification is preferred, but we will consider part‑qualified individuals who have the required level of Paraplanning experience.