Overview

Our client, a leading Financial Services firm based in the Sheffield is looking for a Paraplanner to join their team.

Main Responsibilities:

  • Contribute to the Advice Process through attending meetings and discussing matters with The Investment Director, Operations Manager, Consultants and Financial Advisers.
  • Manage the Report Writing Process on an ongoing basis and implement it in a uniform way across all clients.
  • Produce recommendation reports, research and a compliant file as and when required in line with current regulations in a timely fashion.
  • Processing new business properly and taking ownership for seeing it through to completion.
  • Client data is held securely, and Data Protection considerations are complied with.

Job Requirements: 

  • Previous Paraplanning experience from a similar Wealth Management or IFA environment
  • Key attention to detail
  • Excellent communications

The CLARC Guarantee – we 100% guarantee that your CV will never be sent to a client without your prior expressed permission so all of your details are totally secure with us.

Apply for this role through this job post or email an application to vacancies@clarcrecruitment.com

Before applying for this position you need to submit your online resume. Click the button below to continue.