CB3 Associates Ltd
The Company: A highly reputable, growing IFA business with offices across the country are currently recruiting an industry experienced Senior (and ideally Chartered) Paraplanner to add to their expanding, remote-based technical team. This role/remit will suit a well-qualified, career Paraplanner who has experience working in a small, family-feel IFA setup and is looking for a flexible, home-based opportunity that remains hands on across a broad range of technical work.
- Head Office Location: York
- Working Setup: Remote/Home-based
Package: £52-60k base DOE + bonus and company benefits
- Bonus: Discretionary – Paid annually
- Holidays: 25-days + stats
The Role: To succeed in this role, you will have day to day responsibility for clients and will be expected to provide support for key areas of the financial planning process which include:
- Tax Planning: ISA and pension contributions & CGT planning
- Investment planning and retirement planning
- Estate planning
To achieve this, you will:
- Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client’s financial needs and objectives.
- Compile suitability reports
- Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner.
- Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate.
- Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds).
- Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality.
- Maintain up-to-date knowledge of the industry, compliance and regulatory developments.
The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 5+ years’ experience within technical paraplanning. You must also be used to working with a Financial Planner on a 1 to 1 basis. Essential qualifications and experience includes:
- Being QCF level 4 Diploma qualified (minimum) and ideally Chartered.
- Prior experience in a whole of market, IFA advice environment ideally with exposure to complex-case work including IHT planning and trusts
- Demonstrable knowledge of, and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
To apply for this job please visit www.reed.co.uk.
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