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Paraplanner – HNW Wealth & Technical Planning
Job in
Sheffield, South Yorkshire, S5, England, UK
Listed on 2026-06-11
Listing for:
Service Care Solutions
Full Time
position Listed on 2026-06-11
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Service Care Solutions are recruiting for a Paraplanner in the Buckinghamshire area. This role involves conducting research, preparing technical reports, and engaging with high-net-worth clients to provide bespoke financial planning. The successful candidate will also prepare lifetime cashflow models and ensure compliance with company standards.
The ideal candidate should be Diploma Level 4 Qualified, have experience in an IFA firm, and possess strong communication skills.
Service Care Solutions offers a £250 referral bonus for successful placements.
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