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The Company: A high calibre, Sheffield based, private wealth focused advisory firm who are looking to add an experienced and ideally fully Diploma qualified Paraplanner to their wealth management team. Following a recent acquisition and expansion of their adviser base, the focus here is on supporting high net worth clients who are exploring estate and succession planning/tax planning solutions.
- Office Location: Central Sheffield
- Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
Package: £35-37k base + bonus and full company benefits:
- Key Benefits: 5% pension, life assurance & critical illness plus various lifestyle benefits.
- Bonus: Discretionary - Paid annually
- Holidays: 25-days + stats
The Role: A pure paraplanning role providing analysis, detailed research of funds and providers, product recommendations and subsequent suitability report writing for all HNW private clientele. Duties include:
- To produce suitability reports in connection with post-settlement financial advice for financial advisers
- To carry out research into technical issues and products as required
- To convey and discuss technical information
- To request illustrations and associated paperwork from providers as requested.
- To work closely with other members of the team to ensure a consistent level of service which meets client expectations and to ensure team goals are met
- To attend team meetings as directed and participate in discussion complying with any decisions made at such meetings.
The Person: A perfect opportunity for a Paraplanner looking for a wide-reaching role/remit that offers a technical challenge day to day, working HNW circles. Prior paraplanning experience is a necessity with the role hired in at a senior level:
- Required: QCF level 4 Diploma qualified (or close to)
- Preferred: 2+ years’ time-served paraplanning experience which encompasses at-retirement advice, family planning and tax/trust caseloads
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
