Job Description
The Company: Nationally recognised and expanding IFA business based looking to recruit a Senior Paraplanner coming from a private wealth advice background. A growing firm with excellent career opportunities on offer medium-term too, as the group continues to expand into 2024.
- Office Location: York
- Hybrid Working: Yes – 3 days office | 2 days WFH
Package: £35-40k base + bonus and full company benefits (below):
- Includes 25 days holiday plus stats, 5% pension, 4xDIS, PMI plus a flexible benefits package
- 35hr working week (Mon-Fri)
The Role: Consultative paraplanning role/remit working across complex private wealth advice and caseloads. Inclusive of cashflow modelling and client lifestyle planning work as required. Duties 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
The Person: Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity.
- Required: Technical knowledge and awareness across the private wealth product spectrum
- Preferred: QCF level 4 Diploma qualified with part-qualified candidates also considered
- Preferred: 2+ years’ time-served paraplanning experience which encompassed at-retirement advice, family planning and tax/trust caseloads
What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk
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