The Company: Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
- Office Location: Halifax
- Hybrid/Home Working: Yes - Hybrid office/home working
Package: £35-38k base + discretionary bonus and full company benefits
- Benefits: 5% Pension, 4 x DIS and a full flexible benefits package
- Holidays: 25 days holiday + stats
- Working hours: 35hrs p/w
The Role: A Paraplanner role & remit providing full support to the Advisers and a technical port of call for all client queries. Offering the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Duties include:
- Creating and maintaining effective working relationships with clients, colleagues and management
- Creating, implementing and maintaining any templates broadly used across the department
- Working with the IFAs to identify new business opportunities within the existing client bank, accountancy practice clients and beyond to help maximise the potential of the department
- Liaising with the advisors throughout the advice process
- Providing portfolio and fund analysis reports to advisors prior to client meetings
- Dealing with platforms and product providers to obtain information about existing and potential investments
- Researching investments, fund options, pension transfers, retirement options, mortgages, life assurance and income protection
- Attending bimonthly departmental meetings and managing administration team meetings as required, minuting the meetings.
The Person: An IFA/wealth management background is required with experience of research and suitability report compilation:
- 3+ years' paraplanning experience working in a similar financial planning environment
- QCF level 4 Diploma or close to completing
- Working knowledge of O&M profiler, Iress exchange, FE Analytics also beneficial
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