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Paraplanner

Job LocationHarrogate
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The Company: I am currently working on behalf of a very established IFA firm based in Harrogate 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. With the majority of clients being 2nd generation clients, expansion comes via referrals/recommendations with their core expertise inclusive of investments, pensions, protection & IHT/tax planning advice as well as specialist arms including SIPP/SASS work.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:

  • Providing research and technical support to advisers via O&M, FE Analytics & Avelo exchange
  • Production of compliant and detailed Suitability Reports
  • Ensure all client records are fully compliant and up to date via the Iress system
  • Annual client reviews
  • Confirm client’s risk profile.
  • Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client’s needs.
  • Prepare information/comparisons for analysis and further discussion with the Adviser
  • Ensure all compliance paperwork is in order and prepare Financial Adviser presentation pack together with all necessary application forms and documents.
  • Develop and maintain good working relationships with Financial Advisers, colleagues and management in order to provide an efficient and effective service to the Financial Adviser and the Client.
  • Benefits: 27 days holiday plus stats • Auto-enrolled pension • 2xDIS • Discretionary bonus based on company performanceThe 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 2+ years’ paraplanning experience working in a similar financial planning environment, and 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.What next Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:Website: www.cb3associates.co.uk

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