The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
- Location: Wakefield
- Hybrid Working: Yes - 50:50 split
Package: £32-37k base DOE + bonus and full company benefits
- Benefits: 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
- Bonus: Discretionary - Paid annually
The Role: Reporting into the Head of Paraplanning this role will sit within the firm's research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include:
- Checking of Fact Find Information to ensure it meets FCA requirements
- Assisting with the identification of demands and needs and possible solutions
- Checking assessment to investment risk and capacity for loss
- Carrying our research on existing arrangements
- Carrying out whole of market research on products meeting clients' needs and objectives
- Preparation of full client recommendations and subsequent suitability reports
- Communicating with clients and providers
The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for:
- Required: Minimum QCF Level 4 diploma qualified
- Required: 1+ years' experience in a paraplanning role for an independent advice firm
- Required: Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
- Preferred: Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk