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Paraplanner - Sheffield
Job in
Sheffield, South Yorkshire, S5 9, England, UK
Listed on 2026-06-05
Listing for:
MI Search Ltd
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Accounting & Finance, Financial Analyst
Job Description & How to Apply Below
Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office.
Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staff in the team.
You must have paraplanning experience and ideally be CII Level 4 Diploma qualified and hold or be working towards Chartered status and be keen to study further qualifications.
Basic salary up to £47,500, pension and benefits
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