The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Paraplanner to their expanding technical support team. The opportunity a perfect route into a professional firm and will suit someone who is looking to progress themselves in a hands-on, right-hand man styled paraplanning environment.

• Office Location: Sheffield
• Hybrid/Home Working: Yes – 3-days office & 2-days WFH

Package: £35-38k base DOE + bonus & full company benefits

• Benefits: 6% pension, 4xDIS + annual bonuses and full flexible benefits package
• Holidays: 25 days holiday + stats

The Role: A consultative paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include:

• Financial Planning Preparation, Research & Analysis
• Analyse client portfolios and financial situations.
• Work with advisers to prepare bespoke and comprehensive financial plans for our clients.
• Provide accurate technical research to ensure the client files clearly demonstrate assessment of suitability to support client recommendations.
• Prepare detailed, personal and compliant Suitability Reports for advisers to present to clients.
• Cash flow modelling and forecasting.
• Provide technical support to advisers and administrators.

The Person: You must come from an IFA/wealth management background and have prior paraplanning exposure to investments & pensions casework. Are you:

• QCF Level 4 Diploma qualified or progressing towards this professional qualification?
• Au-fait with system tools such as Voyant, FE Analytics and Select-a-Pension etc?
• Looking for an opportunity to work closely alongside Chartered Planners?

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore in greater detail: Chris – 07891479277 | chris@cb3associates.co.uk