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Developing Paraplanner

Job LocationLiversedge
EducationNot Mentioned
Salary£24,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The Company: My client is a regional IFA firm based in the Huddersfield area who are looking to recruit a Developing Paraplanner to their ever-expanding technical team. With 6 advisers now and 5 admin/paraplanning staff there to support those advisers, they are looking for an industry experienced head to come into a hybrid role taking on technical administration responsibilities as well as bespoke research & suitability report writing. Ultimately the career path on offer here is for someone to develop down an out-and-out paraplanning skill set across the next 12 months, and really embed themselves in a consultative paraplanning support role; which would then set them up to progress into advice medium-term.The Role: The wider remit here focuses across both technical admin support and private wealth biased research/report writing, with that development path short/medium-term down the paraplanning route. The role is paraplanning biased but your time will be split across business processing and administrative support to 2 financial advisers too; but as mentioned more focused towards the paraplanning and technical support workload across investments, pensions, protection and IHT workload in the main.To review, your responsibilities will include but are not limited to the following:

  • Fielding calls from Clients and Providers and dealing with queries
  • Diary management and appointment making
  • Making up first call packs for Advisers
  • Sending out Letters of Authority and tracking information, then preparing the audit sheets for the Advisers
  • Preparing Review Packs for Advisers together with monthly Client Reviews - obtaining valuations and preparing valuation reports
  • Product research
  • Suitability report compilation
  • The Person: The successful candidate needs to come from an IFA/wealth management/investments management background and ideally have exposure to the private wealth product ranges: including investments, pensions and protection/life cover in the main. My client is looking for progressive, ambitious individuals looking to develop a paraplanning career longer-term, so any qualifications towards the QCF level 4 diploma would be advantageous. You must have some research/report writing experience already but it’s a role that offers that transition into more of a pure paraplanning role over the next 12/18 months. If you sit in a hybrid role now, or are paraplanning but want that structure progression path into more technical work and ultimately advice please get in touch asap to explore this one further.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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