Paraplanner

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Paraplanner to their expanding technical support team. The opportunity a perfect route into a professional firm and will suit someone who is looking to progress themselves in a hands-on, right-hand man styled paraplanning environment.Office Location: SheffieldHybrid/Home Working: Yes - 3-days office, 2-days WFHPackage: £36-40k base DOE + bonus and full company benefitsBenefits: 6% pension, 4xDIS + annual bonuses and full flexible benefits packageHolidays: 25 days holiday + statsThe Role: A consultative paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:Financial Planning Preparation, Research and AnalysisAnalyse client portfolios and financial situations.Work with advisers to prepare bespoke and comprehensive financial plans for our clients.Provide accurate technical research to ensure the client files clearly demonstrate assessment of suitability to support client recommendations.Prepare detailed, personal and compliant Suitability Reports for advisers to present to clients.Cash flow modelling and forecasting.Provide technical support to advisers and administrators.The Person: You must come from an IFA/wealth management background and have prior paraplanning exposure to investments and pensions casework. Are you:QCF Level 4 Diploma qualified or ..... full job details .....