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The Company: A regionally renowned and very well-established wealth management firm looking to add a Trainee Paraplanner into their technical team. An excellent opportunity for someone to move away from administration and step into a pure paraplanning team/role, further developing their technical skills and awareness on a practical, case management level.
- Office Location: Sheffield
- Hybrid/Home Working:Majority office-based, with 1-day p/w WFH
Package: Circa £30k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: A paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:
- Liaise with product providers, examine policy information and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
- Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
- Produce clear, compliant, and technically accurate recommendation reports.
- Completion of pension, investment, and tax calculations as appropriate.
- Work closely with the Financial Planners to deliver a seamless, end to end service for Clients.
- Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.
- Keep up to date with compliance and regulatory changes and maintain a high level of technical knowledge through ongoing learning and continued professional development.
The Person: Will have experience within a Financial Planning Administrator role and has maybe touched into some basic research/suitability report writing work. Some without that exposure yet but is on with their studies towards their QCF Level 4 Diploma would also be of interest. Ideally you will:
- Be progressing towards Diploma with 2/3 R0 exams done
- Have touched into basic paraplanning work for ISA top-up and/or pension switch cases
- Hold some exposure to using financial planning tools such as Voyant, FE Analytics, Select-a-Pension etc
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further Financial Services industry related opportunities, see the website: www.cb3associates.co.uk
