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The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add a Developing Paraplanner to their expanding technical support team. The role will shadow a Senior Paraplanner and provides a superb development route for someone looking to progress themselves in a hands-on, practical learning environment.
- Office Location: Sheffield
- Hybrid/Home Working: Yes - 3-days office, 2-days WFH
Package: £30-33k base DOE + bonus & full company benefits
- Benefits: 6% pension, 4xDIS + 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:
- Financial Planning Preparation, Research & Analysis
- Analyse client portfolios and financial situations.
- Work with advisers to prepare bespoke and comprehensive financial plans for our clients.
- Provide accurate technical research to ensure the client files clearly demonstrate assessment of suitability to support client recommendations.
- Prepare detailed, personal and compliant Suitability Reports for advisers to present to clients.
- Cash flow modelling and forecasting.
- Provide technical support to advisers and administrators.
The Person: You must come from an IFA/wealth management background and have prior paraplanning exposure to investments & pensions casework. Are you:
- Progressing towards professional qualifications and QCF level 4 Diploma?
- Au-fait with system tools such as Voyant, FE Analytics and Select-a-Pension etc?
- Looking for an opportunity to work closely alongside an industry experienced paraplanner?
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
