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CB3 Associates Ltd
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Huddersfield, West Yorkshire
Senior Paraplanner
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Job Type: Full-time |
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Salary: £34,000 per annum |
Overview
The Company: My client is a hugely consultative, lifestyle planning styled firm based in the Huddersfield area who are looking to add a Senior Paraplanner into their back-office team; bringing a more traditional look to their research/report writing function as opposed to advisers being responsible for it. As a business they offer a dynamic and progressive working environment, strong management support, ongoing training and personal development and are now looking to attract a high calibre, qualified Paraplanner as a lead hire into their technical team. The Role: This is a lead Paraplanning position aimed at proving support to 2 very high-performing financial advisers working within a WOM private wealth environment. Duties & responsibilities include: Research of funds, portfolios, and investment products Production of Financial Planning Reports and Annual Review Letters to clients Conduct regular performance checks of products by obtaining performance data from Discretionary Fund Managers, Platforms, FE Analytics, Providers, Asset Risk Consultants and calculating performance data over specified periods against relevant benchmarks Liaising with Advisers and other colleague to ensure work is conducted holistically Liaising with providers and investment managers directly Production of Cash Flow Forecasts (Cashcalc & FE) Production of Pension Carry Forward Calculations Attend client meetings with advisers where appropriate Pension suitability and comparison searches (Selecta pension) Reduction in Yield Comparison Calculations Fund and Portfolio Comparison Reports Investment Committee Preparation Work on a quarterly basis in line with due diligence Pension Drawdown Reviews Maintaining templates on Genovo (Suitability Report Programme) Production of Review Documentation ahead of client meetings, including portfolio valuations The Person: The successful candidate must come from an IFA/wealth management background and have at least 3 years paraplanner experience within a wealth management arena. You will ideally be QCF level 4 Diploma qualified and have wide-ranging knowledge across the private wealth product spectrums, inclusive of IHT planning and CGT work. Cashflow modelling experience would be desirable but isn’t essential, with the role better suited to a career paraplanner looking for the opportunity to lead a technical function within a small, family feel IFA environment. 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