The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:

• Office Location: Central Huddersfield
• Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter

Package: £28-32k 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 role supporting 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 those in 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? To apply now please follow the link below. Alternatively, you can call/text Chris on 07891479277 or email chris@cb3associates.co.uk to explore further.