Paraplanner
Full Time in ParaplanningJob Description
- Working Setup
- Hybrid working
The Company: A well-established, independent financial planning business based just outside York who are looking to expand their team with the addition of an experienced Paraplanner. The business is genuinely client-focused, providing personalised advice and comprehensive long-term financial planning. It’s a fantastic great opportunity to join a growing, supportive team where Paraplanners play an important role in developing client solutions alongside Advisers.
- Office Location: York
- Working Setup: Hybrid – 3-days office & 2-days WFH
Package: £37-45k DOE + full company benefits
- Key Benefits: Pension, PMI & 2xDIS
- Holidays: 26 days + bank holidays, with additional leave for long service & Xmas closure
The Role: A varied Paraplanning position working closely with the Financial Advisers to formulate client advice, research suitable solutions and prepare high-quality suitability reports. The successful individual will be involved throughout the financial planning process, from onboarding new clients and building financial plans through to researching products and presenting recommendations. Key accountabilities will include:
- Work closely with Financial Advisers to formulate suitable financial planning solutions for clients
- Assist with the onboarding of new clients, gathering relevant information and establishing their financial planning requirements
- Build, review and maintain client cashflow models and financial plans using Voyant
- Conduct product analysis, investment research and fund comparisons to support recommendations
- Prepare suitability reports and supporting documentation in line with agreed advice
- Research and assess suitable solutions across pensions, investments and wider financial planning requirements
- Liaise directly with clients, providers, Financial Advisers and the administration team to progress cases
- Deal with client queries and provide technical support throughout the advice process
- Maintain accurate client records, internal systems and databases
The Person: The ideal candidate will have previous Paraplanning experience within an IFA or financial planning environment, with a good understanding of the advice process and experience helping Advisers develop suitable client solutions. The QCF Level 4 Diploma in Financial Planning (CII) or at least working towards it, is required. And experience using Voyant would be advantageous, alongside strong technical knowledge across pensions and investments. It will very much suit someone wanting a collaborative working environment in which you are heavily involved in the full advice process.
What next? To apply now please follow the link attached to send an up-to-date CV. Further questions? Please contact Chris on 07891479277 | chris@cb3associates.co.uk
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