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The Company: A regionally established IFA firm who are part of a larger group who are looking to add an experienced Paraplanner to their team, in support of multiple high performing, private wealth focused financial advisers:
- Office Location: Sheffield
- Hybrid/Home Working: Yes - Split between office/home working
Package: £32-35k 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: Must come from an IFA/wealth management background and have paraplanning exposure in supporting IFA’s/financial advisers across investments & pensions casework.
- Required: QCF level 4 Diploma qualified (or working towards)
- Required: Proficiency in the use of financial planning tools and industry software such as Voyant, FE Analytics, Select-a-Pension etc
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
