The Company: A highly regarding and now expanding IFA business based in the York area looking to bring in an experienced, fully QCF Level 4 Diploma qualified Paraplanner. Part of a larger group and with multiple sites across the North of England this is an opportunity to join an established wealth management firm who adopt a very focused, client-centric approach to advice:
- Office Location: Clifton Moor, North York
- Hybrid/Home Working: Yes - 3-days office/2-days WFH
Package: £38-42k base DOE + 15% annual bonus and full company benefits:
- Benefits: Scottish Widows pension, quarterly recognition awards, support with professional development (CII) as well as free parking on site
- Holidays: 25-days + stats
- Standard hours: 37.5hrs p/w - 9am-5pm (Mon-Fri)
The Role: A private wealth biased Paraplanning role/remit providing key product research and suitability report writing support to multiple high performing IFA's. Key accountabilities include:
- Compile suitability reports detailing recommended advice to suit the clients' needs
- Maintain an ongoing relationship with clients - Keeping them informed, answering technical queries and arranging review meetings where appropriate
- Carry out product research and analyse products and services that are appropriate to each client's financial circumstances
- Complete regular reviews of clients' portfolios to support the ongoing client relationship - Including maintaining a client review system to regularly assess client holdings and changing priorities
- Effectively use research and planning systems and platforms
- Be responsible for ensuring that recommendations are fully implemented to time and quality
The Person: Experience in a 'whole of market' IFA business environment is preferred, with a technical/paraplanning background within the investments/pensions arena.
- Required: QCF Level 4 Diploma qualified (or close to)
- Required: A breadth of case exposure career to date inclusive of more complex investments, pensions, IHT planning and trust work
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