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About the Role
We have partnered with a top regional accountancy practice offering a brilliant Paraplanner vacancy.
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...
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...
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