Paraplanner

Paraplanner Sheffield GBP28-32K Monday to Friday Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions? Perhaps you feel a lack of support in your role? Or simply looking for a change? If any of the above are true, then this role should be of interest hellip; Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies. Overview: - Preparing implementing recommendation reports - Completing applications - Researching suitable solutions and carrying out due diligence on recommended products - Working closely with Advisers to ensure a professional and efficient relationship. - Review investment portfolios - Identify areas that need to be discussed at annual review e.g. IHT and retirement planning - Analyse investment funds Requirements: - Previous experience working as a Paraplanner within an IFA environment - High level of technical knowledge - Excellent administration skills and report writing ability - Recent experience of working in a similar role - Ability to prioritise tasks and manage own workload A diploma isn rsquo;t a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary. If you are interested in discussing this role in more details contact Sam at Heat. #LI-SH1