This business are one of the most respected and renowned in their field across South Yorkshire and further afield, delivering first class accountancy services to businesses small and large.
As a result, the wealth management team have access to a calibre of client not commonly found in most wealth planning businesses. With client estates ranging from £400k to over £20m, this role will focus on few clients but with greater complexity of cases to ensure the service delivered is up to standard.
You would be supporting a growing team of IFAs in the preparation of detailed reports and analysis. Assist in creating bespoke action planning and risk analysis and maintaining accurate client records.
Experience
* Previous experience in a Paraplanner or similar technical support role within financial services.
* Level 4 Diploma in Financial Planning (or working towards).
* Strong technical knowledge across a broad range of financial planning areas including pensions and investments.
* Experience preparing suitability reports and conducting financial research.
* High attention to detail and strong organisational skills.
* Excellent written and verbal communication skills.
* Strong understanding of compliance and regulatory requirements.
Desirable
* Experience working with high net worth clients and/or complex cases.
* Experience within a holistic financial planning environment.
* Familiarity with financial planning tools and cashflow modelling software.
Key Competencies
* Strong analytical and problem-solving skills.
* Excellent attention to detail and accuracy.
* Ability to manage multiple tasks and deadlines effectively.
* Collaborative team player with the ability to work independently.
* High level of professionalism and integrity.
* Client-focused approach with a commitment to quality.
Benefits
* Competitive salary with flexibility for the right candidate
* Hybrid working (2 days from home)
* Employer pension contribution up to 6%
* 4x life cover (subject to pension contribution)
* Option to purchase additional holiday
* Flexible and agile working environment
* Strong long-term career opportunity as the business scales
Salary description
£30000.00 - £40000.00 per year