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The Company: Nationally renowned, growth orientated wealth management firm looking to add an experienced Paraplanner to their technical adviser support team. A progressive, forward-thinking financial advisory business who are part of a wider group and looking to expand as we head into the latter part of 2025.
- Office Location: Chesterfield
- Working Setup: Hybrid – 3-days in the office & 2-days WFH
Package: £35-40k DOE discretionary bonus and full company benefits
- Benefits: Pension, 4xDIS, 23-days holiday stats plus a full company flex benefits package
- Working hours: 37.5hrs p/w
The Role: A broad research/report writing role supporting multiple high performing financial advisers. Your responsibilities include, but are not limited to the following:
- Once in receipt of a completed ‘fact find’ and client meeting sheet collate all the relevant quantitative detailed information required to compile a financial services report.
- Discuss the client’s needs and objectives with the relevant adviser.
- Undertake research to identify suitable solutions to meet the client’s needs and objectives.
- Prepare information for analysis by the adviser.
- Prepare and discuss draft recommendation report with the relevant adviser.
- Prepare Cashflow report where relevant
- Prepare suitability reports in accordance with the agreed recommendations.
- Review investment portfolio, asset allocation, risk profile etc.
- Assist with annual rebalance of model portfolios
The Person: You will be Diploma qualified (or close to) and come from an IFA/wealth management background with full product research and suitability report writing support experience. Do you:
- Hold caseload experience across investments and pensions work?
- Have to exposure to cashflow modelling/lifestyle planning solutions?
- Want to work in forward thinking business where drive your own career/successes?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
