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The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
- Office Location: Central Harrogate
- Hybrid/Home Working: 100% office-based
Package: £34-37k base + discretionary bonus & full company benefits
- Key Benefits: 8%Pension, 4xDIS & Private Medical Cover
- Holidays: 25-days + stats
- Working Hours: 8.30am-5pm Mon-Thurs, 8.30am-1pm Friday
The Role: A broad adviser support role geared around supporting high performing financial advisers, working in HNW client circles with all research & suitability report writing workload; alongside some administrative duties - These include:
- Product research and full suitability report writing
- Process all new/existing business
- Co-ordinate client review meetings including arranging meetings with the Financial Adviser
- Preparation of the client’s valuation (Intelliflo) and review meeting pack.
- Complete the details from Fact finds on the IO system
- Issue recommendation reports to clients and prepare illustrations and any paperwork required.
- Obtain LOA’s
- Fund switches.
- Ensure that client files are fully FCA compliant.
The Person: The successful candidate will ideally come from an IFA/wealth management background and must have exposure to paraplanning prior:
- Required: Progress towards the QCF Level 4 Diploma (CII)
- Required: 2+ years industry experience ideally within paraplanning and research/report writing 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
