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The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
- Office Location: Central Huddersfield
- Hybrid/Home Working: Yes - 3-days office, 2-days WFH
Package: £35-38k DOE + discretionary bonus and full company benefits
- Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
- Bonus: Discretionary, paid annually
The Role: To work closely with our Advisers to service Clients’ advice needs, conduct detailed research on both clients’ existing and potential arrangements. Once assessed against the clients’ financial objectives, you will produce timely and compliant financial planning reports, always providing excellent standards of client service:
- Write Financial Planning Reports for our Advisers to present to clients.
- Support Advisers by conducting research on products and helping find the right solutions for our
- clients.
- Assisting with reviews and requests, acting as a point of contact for our clients’ day-to-day queries
- Arranging for plans to be submitted to company providers.
- Maintain client records on company software, ensuring all files are well-presented, accurate and
- compliant.
- Prepare client review packs and conduct Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all firm and industry guidelines, rules and regulations.
The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused advice environment. Product research and report writing experience is very much required:
- Essential: Experience in a Financial Advice firm as well as paraplanning/reporting skills
- Desirable: The QCF Level 4 Diploma is desirable, though candidates with relevant skills and experience to do the job will be considered too
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
