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Trainee Paraplanner

CB3 Associates Ltd
Job LocationHuddersfield
EducationNot Mentioned
Salary£27,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Trainee Paraplanner initially in a hybrid Admin/Paraplanner role, which will quickly develop into a pure paraplanning remit across the next 6-12-months:

  • Office Location: Central Huddersfield
  • Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter
Package: £27-30k DOE + discretionary bonus and full company benefits
  • Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
  • Bonus: Discretionary, paid annually
The Role: Trainee paraplanner rolesupporting 2 IFAs from a technical administration and research & suitability report writing perspective:
  • Full product research and suitability report compilation
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • New business processing
  • Dealing with product providers and managing relationships accordingly
  • Assistance with client business development and relationship management
The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused advice environment. Administrators looking to step up, as well as thosein already sat in a paraplanning role are encouraged to apply!
  • Required: Basic suitability report compilation experience in a paraplanning capacity
  • Preferred: Part-qualified Diploma with R0 exams done
  • Preferred: Use of FE Analytics previously is desired, but not essential
What next Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk

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