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The Company: A regionally renowned, Chartered IFA/wealth management firm based in Wakefield who are looking to add an experienced QCF level 4 Diploma qualified paraplanner to their technical team. With over £1b AUM across both private and corporate client advice this is an excellent opportunity to join an established firm with tangible growth plans across the next 12-months.
- Location: Wakefield
- Hybrid Working: Yes - 50:50 split
Package: £34-37k base DOE + bonus and full company benefits
- Benefits: 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
- Holidays: 25-days + stats
- Bonus: Discretionary - Paid annually
The Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include:
- Checking of Fact Find Information to ensure it meets FCA requirements
- Assisting with the identification of demands and needs and possible solutions
- Checking assessment to investment risk and capacity for loss
- Carrying our research on existing arrangements
- Carrying out whole of market research on products meeting clients’ updated needs and objectives
- Preparation of full client recommendations and subsequent suitability reports
- Communicating with clients and providers
The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified (or close to) and experience of paraplanning work prior. Do you have:
- Product research and suitability report writing experience
- The ability to deal with all aspects of financial advice inclusive of pensions, investments, protection, IHT and wider tax planning etc
- Experience with Intelligent Office/IO client management system and platforms such as Aegon, Aviva and Quilter
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
