Senior Paraplanner (Full-time & Part-time considered)

☞ CB3 Associates Ltd

View: 107

Update day: 11-06-2024

Location: Elland Yorkshire and the Humber

Category: Finance / Bank / Stock Sales Part-time

Industry: Financial Services

Position: Associate

Job type: Part-time

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Job content

The Company:I am currently working on behalf of a very established IFA firm based in the Halifax area who are looking to add an experienced Paraplanner to their technical/report writing team. Having advised private clients for over 40 years now my client is a truly independent financial advice firm who adopt a personal, tailored approach to financial planning. They have a wide range of clients all over the UK with assets under management ranging from £100k to circa £5m per client; and they are now looking to expand their paraplanning team with an experienced hire, who can come in to support 2 very high performing financial advisers on a consultative basis.

The Role:As a Paraplanner within the business you would be working as part of a productive, high performing technical team to provide full support to the Advisers, and a technical port of call for all client queries. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Duties include:
  • Creating and maintaining effective working relationships with clients, colleagues and management
  • Creating, implementing and maintaining any templates broadly used across the department
  • Working with the IFAs to identify new business opportunities within the existing client bank, accountancy practice clients and beyond to help maximise the potential of the department
  • Liaising with the advisors throughout the advice process
  • Providing portfolio and fund analysis reports to advisors prior to client meetings
  • Dealing with platforms and product providers to obtain information about existing and potential investments
  • Researching investments, fund options, pension transfers, retirement options, mortgages, life assurance and income protection (due diligence & buy lists)
  • Attending bimonthly departmental meetings and managing administration team meetings as required, minuting the meetings.
  • Attending courses when required and maintaining an adequate level of CPD to ensure compliance with FCA and professional body requirements and develop personal skills.
  • Representing and promoting the firm in formal and informal situations, attending seminars and networking events as a representative of the firm.
Benefits:25 days holiday plus stats, Auto-enrolled pension, 4xDIS, Discretionary bonus based on company performance + free parking on site

The Person:The successful candidate will ideally come from an IFA/wealth management background and must have experience of research and suitability report compilation. You will ideally 3+ years’ paraplanning experience working in a similar financial planning environment, and the QCF level 4 Diploma as a standard. Part-qualified qualified and developing paraplanners who are looking for a challenging role in support of some high performing financial advisers are also encouraged to apply, should they have hands-on practical experience of a paraplanning remit in a focused IFA/wealth management arena. A working knowledge of platforms such as O&M profiler, Iress exchange, F E Analytics, Old Mutual Wealth platform, Standard Life Wrap would also be beneficial.

And For Further Opportunities We Are Working On Within The Financial Services Sector Please Visit The Website Below

What next. Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.

Website: www.cb3associates.co.uk
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Deadline: 26-07-2024

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