CB3 Associates Ltd
The Company: A superb Paraplanner opportunity working for a high-calibre IFA firm based in Barnsley who are looking for someone technically minded that can take on complex-case, private wealth focus research and report writing work. Motivated by working in a relaxed, family-feel type office where there is less pressure on KPI’s and more focus on quality of work/service to the client? Get in touch asap to explore this one further:
- Office Location: Barnsley
- Working Setup: Hybrid – 4-days office & 1-day WFH
Package: £37-40k base + bonus and full company benefits
- Benefits: Pension, DIS + Westfield Health Scheme
- Holidays: 25-days + stats
The Role: To provide technical paraplanning expertise to private wealth focused financial planners focusing on investments, pensions and life planning advice. 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.
- Assist with the completion of annual platform and product due diligence as directed by the
- Investment Committee.
- Work closely with the Client Services Team and 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.
The Person: You must be QCF level 4 Diploma qualified (or close to completing) and hold private wealth focused paraplanning experience. This opportunity will suit someone looking for a highly consultative Paraplanning role/remit where you hold responsibilities for being a right-hand man to an adviser; building key relations with clients and families alongside that client facing lead.
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
To apply for this job please visit www.reed.co.uk.
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