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The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified (minimum) Paraplanner into their expanding technical support team.
- Office Location: Sheffield
- Hybrid/Home Working: Yes - Flexible
Package: £38-45k base DOE + bonus and full company benefits
- Benefits: 4xDIS, 5% pension plus wider perks as well as full CII study support
- Bonus: Bonus/profit share paid annually and based company performance
- Holidays: 26-days + stats
- Hours: 37.5 hrs per week with an early finish on Fridays
The Role: A consultative paraplanning role working specifically alongside two high-performing financial advisers managing significant client AUM. Duties include:
- Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
- Provide response to client technical queries.
- Produce client cash flow models.
- Assist with updating with the firms preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
- Assist in the training of other members of staff on all areas of advice
- Produce technical bulletins to be sent to clients and introducers when appropriate.
The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a technical paraplanning perspective. Essential quals/experience includes:
- Required: QCF level 4 Diploma qualified (minimum)
- Required: Prior experience in a whole of market, IFA advice environment ideally with exposure to complex-case work including IHT planning and trusts
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk
