CB3 Associates Ltd
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.
To apply for this job please visit www.reed.co.uk.
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