Back to search
The Company: Headquartered in Central Sheffield this is an expanding, client-centric, Yorkshire based Wealth Management firm who looking to expand by adding Trainee Paraplanner to their dedicated technical team. With excellent Trustpilot ratings and a growth strategy that is in full flow this is an excellent opportunity for someone looking to step into paraplanning from an admin/adviser support type role - Further developing their technical skills in a focused research/report writing role.
- Office Location: Central Sheffield
- Hybrid/Home Working: Office-based - 1-day p/w WFH after probation
Package: £30-32k base DOE + bonus & full company benefits
- Benefits: 8% pension + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: A pure paraplanning 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: You will haveexperience within Adviser Support and have maybe touched into some basic research/suitability report writing work before. Ideally you will:
- Be progressing towards the QCF Level 4 Diploma with 2/3 R0 exams done already
- Have investments & pensions administration experience and have maybe touched into basic paraplanning work
- Have an awareness of financial planning tools 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
