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Report Writing Paraplanner

Posted on Jan 31, 2019 by Anonymous

Sheffield, Yorkshire United Kingdom
Accountancy
Immediate Start
£22k - £32k Annual
Full-Time
SF Group are currently recruiting for a full-time Paraplanner on the behalf of an Independent Financial Advice firm in Sheffield. The company was established in 2000 and has since grown in size from having 4 advisers to currently having 18 advisers. The advisers often write their own reports but sometimes this is handled by a Paraplanner and they are therefore looking for a Suitability Report Writing Administrator or an experienced Paraplanner to support the office.

The Work:

All aspects of Paraplanning
Focus on suitability report writing
Help develop and improve the report templates in place
Fund comparisons
Pension comparisons
Full research
Work of your own accord - no micromanagement
Help out with Administration and other tasks around the office when required

Benefits:

Established and successful firm with a great work culture and friendly, down to earth management
Full funding for any relevant qualifications including DipFA
Long term career prospects
Excellent earning potential and employment package
Mid-sized firm - you can have influence on the work, you won't be just another number in a large organisation and none of the job insecurity which can come with some small firms
Free on-site parking
Early finish on a Friday

To be considered for the role the applicant must:

Have previous report writing experience
Demonstrate reliability and strong interpersonal skills
Show a technical understanding of the Financial Planning process
Be prepared to take responsibility for organising your own workload

If you're interested in the role, would like to know more or apply, please don't hesitate to get in touch

Reference: 635402483