Paraplanner

CB3 Associates Ltd ,
Sheffield, South Yorkshire
More Details
Job Type: Full-time
Salary: £32,000 per annum

Overview

The Company: Recruiting into a highly reputable and nationally recognised IFA business who are based to the South of Sheffield, I am on the look-out for a Qualified Paraplanner who holds private wealth focused research/report writing experience from an IFA/wealth management background. With regards to the employer themselves, they are an AIM-listed integrated wealth management group, with more than 6,500 active clients and circa £3 billion of Assets under Management. It has a growing network of offices across the UK and clients range from private individuals to corporate business relationships. The Group’s vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients. The Role: Reporting into Director level this role will sit within the firm’s research/report writing team and work closely to help clients achieve their financial goals in a lifestyle planning style of advice. This role will encompass full cradle to grave paraplanner responsibilities across some complex, private wealth advice, inclusive of cashflow modelling work as required. Standard duties & responsibilities include: Construct financial advice and produce suitability reports for both private and group/corporate clients. Advice may relate to pension transfers, Inheritance Tax Planning, Trusts and other holistic planning areas Pro-actively participate in case conferences with advisers at various stages of the advice process Attend client meetings alongside advisers where required Completion of tax calculations Ensure the CRM and other systems are accurately maintained Complete due diligence and research on new propositions within the group Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI and full flexible benefits package The Person: The successful candidate will ideally come from a technical paraplanning background and have exposure to supporting IFA’s/financial advisers in research/report writing capacity. You will have wide-ranging knowledge across the private wealth spectrum (investments, pensions and IHT planning) and ideally 2 years’ paraplanning experience working in a similar environment. Part-qualified people looking for support/development are also encouraged to apply, as well as QCF level 4 Diploma qualified paraplanners who are looking for a challenging, complex-case biased role/remit. 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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