The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
- Office Location: Sheffield
- Hybrid/Home Working: Yes - Even split between office/home working
Package: £34-37k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: A pure paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:
- Liaise with product providers, examine policy information and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
- Undertake research both independently and with the Planner to identify suitable solutions to meet the client's needs.
- Produce clear, compliant, and technically accurate recommendation reports.
- Completion of pension, investment, and tax calculations as appropriate.
- Work closely with the Financial Planners to deliver a seamless, end to end service for Clients.
- Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.
- Keep up to date with compliance and regulatory changes and maintain a high level of technical knowledge through ongoing learning and continued professional development.
The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers across investments & pensions casework.
- Required: QCF level 4 Diploma qualified (or working towards)
- Required: Proficiency in the use of financial planning tools and industry software such as Voyant, FE Analytics, Select-a-Pension etc
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