The Company: A highly reputable and steadily growing IFA business based in Sheffield who sit at the forefront of HNW private client advice and are currently recruiting an industry experienced, QCF level 4 Diploma qualified (minimum) Paraplanner into their expanding technical support team.

• Office Location: Sheffield
• Hybrid/Home Working: Yes – Flexible

Package: £38-45k base DOE + bonus and full company benefits

• Benefits: 4xDIS, 5% pension plus wider perks as well as full CII study support
• Bonus: Bonus/profit share paid annually and based company performance
• Holidays: 26-days + stats
• Hours:5 hrs per week with an early finish on Fridays

The Role: A consultative paraplanning role working specifically alongside two high-performing financial advisers managing significant client AUM. Duties include:

• Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
• Provide response to client technical queries.
• Produce client cash flow models.
• Assist with updating with the firms preferred provider panels – This will involve the ongoing monitoring of recommended structures and providers.
• Assist in the training of other members of staff on all areas of advice
• Produce technical bulletins to be sent to clients and introducers when appropriate.

The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a technical paraplanning perspective. Essential quals/experience includes:

• Required: QCF level 4 Diploma qualified (minimum)
• Required: Prior experience in a whole of market, IFA advice environment ideally with exposure to complex-case work including IHT planning and trusts

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.