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The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit: Office Location: Central Huddersfield Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter Package: £28-32k DOE discretionary bonus and full company benefits Benefits: Pension, 4xDIS, 25-days holiday stats & full study support to Diploma via the CII Bonus: Discretionary, paid annually The Role: Trainee paraplanner rolesupporting 2 IFAs from a technical administration and research & suitability report writing perspective: Full product research and suitability report compilation Preparing client review pack for client meetings Obtaining quotations/valuations New business processing Dealing with product providers and managing relationships accordingly Assistance with client business development and relationship management The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA's/financial advisers in a private wealth focused advice environment. Administrators looking to step up, as well as those in already sat in a paraplanning role are encouraged to apply! Required: Basic suitability report compilation experience in a paraplanning capacity Preferred: Part-qualified Diploma with R0 exams done Preferred: Use of FE Analytics previously is desired, but not essential What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Our Leeds based financial advice firm client has a Para Planner vacancy to support their Financial Consultants within the advice process. Main duties include: - Supporting Consultants in preparing accurate financial plans and suitability reports. Supporting the Consultants in research and analysis to meet client needs and objectives. Have a full understanding of financial planning. To provide support, where needed, to other team members. Ensuring that any business conducted is done in a responsible and compliant manner. The Candidate Criteria Excellent understanding of the financial planning process. Experience working in a Paraplanning role. Ideally achieved Level 4 (CII Diploma in Financial Planning) or working towards it Flexible and able to deal with a multitude of and able to prioritise workloads. Rewards A competitive and negotiate salary based on experience. A range of employee benefits Our client has a friendly and supportive environment