Job Description
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
* Location: Sheffield
* Working: Yes – Even split between office/home working
Package: £34-37k 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 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: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial advisers across investments & pensions casework.
* QCF level 4 Diploma qualified (or working towards)
* Proficiency in the use of financial planning tools and industry software such as Voyant, FE Analytics, Select-a-Pension etc
What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris - 07891479277 | chris@cb3associates.co.uk