Paraplanner – Sheffield

recruitukltd Salary: up to £45k salary

My client are looking for a Level 4 Diploma qualified paraplanner who is on route to Chartered status or already Chartered to hit the ground running as a member of a very successful team.

The Client are a nationwide team of financial advisors who are proud of their multi winning status and the fantastic reputation they have developed over their many years in the industry.

This is an opportunity to work in a close knit team supporting one of the companies top performing partners. You’ll be working in an energising environment with highly motivated and committed people who have their clients’ interests at the heart of what they do. This is a team who are performing ahead of their target and are looking to build on this going forward.

The team have built a strong business formed mainly from preferred client referrals. Their existing clients come from a diverse range of backgrounds with most having a wealth of financial knowledge. Their role is to help all clients understand their current situation and evaluate their needs. They believe that they can only understand their needs if they implicitly understand their options.

They consider the paraplanning role to be one of education and guidance. They aim to implicitly understand their client’s financial circumstances, furnish them with all their options and ultimately guide them to the most appropriate course of action to meet the client’s needs.

Typically your work will include:-

  • DB analysis
  • Pension transfers
  • School Fee Funding
  • Inheritance tax planning
  • Capital Gains Calculations
  • Carry forward Calculations
  • Annual allowance calculations
  • Lifetime Allowance calculations
  • Protected tax free cash calculations
  • Calculating pension funding to maximise tax efficiency
  • Cost benefit analysis of pensions versus alternative investments

Along with a competitive salary and bonus structure they offer employees up to 30 days’ annual holiday entitlement (depending on length of service); plus a number of additional core and flexible benefits including:

matched contributory Group Personal Pension of up to 7.5%

life assurance of up to 4 x your salary

income protection

Employee Assistance Programme (EAP)

interest free season tickets loans, eye care and childcare vouchers.

If you would like to find out more about this role, please contact Andrew Nicholson on 01179-450450 and quote reference 11625

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