Paraplanner
ParaplannerSheffield Hybrid Working Up to £45,000 + BenefitsNJR Recruitment is delighted to be working with a highly respected and specialist Pensions-focused IFA firm in Sheffield who are looking to recruit an experienced Paraplanner to join their growing technical team.This is an excellent opportunity for a technically strong individual who enjoys complex pensions work and wants to be part of a professional and collaborative financial planning environment.Working closely with Advisers and Consultants, you will provide high-quality technical support across a broad range of pension and retirement planning cases, helping deliver tailored solutions and exceptional client outcomes.The RolePreparing detailed suitability reports and recommendation letters Conducting technical research across pensions, investments and retirement planning Supporting Advisers with complex pension and decumulation cases Analysing pension arrangements, including defined contribution and defined benefit schemes Assisting with drawdown, pension transfer and retirement income planning cases Obtaining and reviewing provider information, illustrations and valuations Preparing client review documentation and technical analysis Liaising with providers, clients and internal teams where required Maintaining accurate records and ensuring compliance with FCA standards About YouPrevious experience within a Paraplanner role is essential Strong technical knowledge across pensions, investments and estate ..... full job details .....
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