Paraplanner Maternity Cover
Lime People Search & Select Ltd
Apply to this job Sheffield, gb on site Until 8/22/2026 H-1B sponsor history First posted March 27, 2025 Last posted March 27, 2025
Job description
Paraplanner (Maternity Cover)
We are urgently seeking an experienced Paraplanner to provide Maternity cover on a 9-12 Month fixed-term contract. As Paraplanner you will be responsible for providing Financial Advisers with research solutions for Retirement planning, Self Invested Personal Pensions, Transfers and Retirement options, Savings & Investments, Wealth Solutions for Risk Profiling, Asset Allocation and Investment Manager advice, Tax and Estate planning, Optimising Company Benefit options and Risk benefits including Life Insurance, Critical Illness, Private Healthcare and Long-term Disability. You will be the main link between Consultants / Advisers, Research and Administration and be responsible for enhancing the transformation of research into client solutions, analyse client portfolios and provide recommendations to Consultants for implementation, writing of Reason Why Letters working to strict deadlines, liaising with Administration teams to ensure effective business processing.
We are seeking an experienced Paraplanner with ideally 2-3+ years experience working within Paraplanning and/or Financial Advice, ideally you will be qualified to Diploma level qualification, however we are willing to consider those that are part-qualified whom have the level of Paraplanning experience required.
About this role
Summary
Provide research and analysis for financial advisers on retirement, investments, and insurance.
Job title
Paraplanner Maternity Cover
Experience level
2-3+ years
Industry
financial services
Location requirements
Sheffield, gb, on-site, no remote work
Salary
Not specified
Visa sponsorship
H-1B sponsor history
Management role
No
Skills & keywords
Required skills
financial adviceresearchportfolio analysisclient communicationfinancial regulations
Preferred skills
qualification to diploma levelparaplanning experiencefinancial advice
Specializations
retirement planningwealth managementtax planningestate planningrisk benefits
Locations
Structured locations inferred from the posting.
Sheffield, UK
On-site City
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