The Company: A highly regardingWealth Management firm who are part of a larger group and are looking to bring in a Paraplanning Team-Leader into their technical team. This will be based out of their Chesterfield site in a hybrid working setup. They are a financial advisory firm that offers personalised wealth management services, focusing on helping clients achieve their financial goals through tailored investment strategies, retirement planning, and risk management.
* Office Location: Barlborough, North Chesterfield
* Hybrid/Home Working: Yes - Fully flexible
Salary/Package: GBP50-55k DOE attractive bonus & full company benefits
* Key Benefits: Pension, 2xDIS & Private Medical Cover
* Holidays: 25-day holiday stats
The Role: You will provide technical paraplanning expertise to a private wealth focused financial planners whilst overseeing the wider paraplanning team and structure across multiple sites. Duties include:
* Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives, for more complex advice cases.
* Constructing advice for presentation to the adviser and client.
* Competent with complex Tax calculations e.g. CGT, IHT etc
* Preparation of correspondence including letters and emails to clients
* Obtaining policy information and preparation of data for client meetings
* Preparation of client review letters and suitability reports for the Financial Adviser and preparation of accompanying documentation as required.
* Hold excellent knowledge of research/software tools research tools such as Defaqto, IO fact finds, FE analytics and Excel etc.
* Act as an Investment Specialist or Pension Specialist, providing advanced technical support and insights in these areas.
* Junior paraplanner onboarding
* Support the training and development of other paraplanners and advisers, sharing expertise and leading training sessions as required.
The Person: You must be QCF level 4 Diploma qualified and have a demonstrable track record of managing paraplanning workloads for high performing financial advisers and wealth managers. You will:
* Hold substantial experience (minimum 3 years) in paraplanning
* Have knowledge of asset classes, portfolio diversification, and investment performance evaluation
* Understand pension schemes, retirement income strategies, and pension taxation.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
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