Posted: 16 June
The role
The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Paraplanner to their expanding technical support team. The opportunity a perfect route into a professional firm and will suit someone who is looking to progress themselves in a hands-on, right-hand man styled paraplanning environment.
- Office Location: Sheffield
- Hybrid/Home Working: Yes – 3-days office, 2-days WFH
Package: £36-40k base DOE + bonus & full company benefits
- Benefits: 6% pension, 4xDIS + annual bonuses and full flexible benefits package
- Holidays: 25 days holiday + stats
The Role: A consultative paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:
- Financial Planning Preparation, Research & Analysis
- Analyse client portfolios and financial situations.
- Work with advisers to prepare bespoke and comprehensive financial plans for our clients.
- Provide accurate technical research to ensure the client files clearly demonstrate assessment of suitability to support client recommendations.
- Prepare detailed, personal and compliant Suitability Reports for advisers to present to clients.
- Cash flow modelling and forecasting.
- Provide technical support to advisers and administrators.
The Person: You must come from an IFA/wealth management background and have prior paraplanning exposure to investments & pensions casework. Are you:
- QCF Level 4 Diploma qualified or progressing towards this professional qualification?
- Au-fait with system tools such as Voyant, FE Analytics and Select-a-Pension etc?
- Looking for an opportunity to work closely alongside Chartered Planners?
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
