The Company: Family-feel IFA business looking to bring in an experienced Paraplanner following a recent expansion to their advisory team up in Ilkley, North Leeds. Currently a 15-person strong firm with further plans to expand across the next 5 years, so a progressive option suited to a technical astute Paraplanner/Analyst:
- Office Location: Ilkley, North Leeds
- Hybrid/Home Working: Yes - 3-days office/2-days WFH
Package: £35-40k base DOE + annual bonus and full company benefits:
- Benefits: Discretionary bonus and full benefits package inclusive of pension, DIS etc as well as study support to Diploma/Chartered
- Holidays: 24-days + stats
- Standard hours: 9am-5pm (Flexible working available)
The Role: A technically challenging Paraplanning role/remit providing key research/report writing support to multiple high performing private wealth biased financial advisers: Key accountabilities include:
- Compile reports detailing recommended advice to suit clients' needs
- Maintain an ongoing relationship with clients, keeping them informed, answering queries and arranging review meetings where appropriate
- Carry out research and analyse products and services that are appropriate to each client's financial circumstances, then discussing solutions with the financial planner
- 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 such as FE Analytics, CashCalc etc
- Be responsible for ensuring that recommendations are fully implemented to time and quality
The Person: Whole of market IFA business environment experience is preferred but isn't essential, with a background and track-record within paraplanning and technical support a necessity:
- Required: QCF Level 4 Diploma qualified (or close to)
- Required: Breadth of case exposure inclusive of more complex investments, 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