The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis.

• Head Office Location: York
• Working Setup: Remote/Home-based

Package: £45-50k base DOE + bonus and company benefits

• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include:

• Tax Planning: ISA and pension contributions & CGT planning
• Investment planning and retirement planning
• Estate planning

To achieve this, you will:

• Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client’s financial needs and objectives.
• Compile suitability reports
• Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner.
• Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate.
• Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds).
• Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality.

The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years’ experience within technical paraplanning. Essential qualifications and experience includes:

• Being QCF level 4 Diploma qualified
• Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis

• Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.

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.