The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team – Ideally this will be an experienced Administrator who is keen on progressing into some suitability report writing work:

• Office Location: Sharrow, South side of Sheffield
• Hybrid/Home Working: Yes – Flexible for the right person

Package: £25-28k base DOE + annual bonus & full company benefits

• Holidays: 25 days holiday + stats
• Working Hours: Full-time – 37.5hrs p/w

The Role: A slightly hybrid orientated role working across administration support, client relationship management and basic research/suitability report writing on the paraplanning side:

• New/existing business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Managing client relationships and being the first point of contact for technical queries as required
• Database management
• Assistance with client business development and marketing materials
• Product research
• Paraplanning and suitability report compilation – ISA transfers, lump sum investments etc

The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the breadth of private wealth focused financial advice:

• Required: 2 years + experience in an Admin/Adviser Support role
• Required: Exposure to private wealth investments, pensions and protection casework
• Preferred: Basic paraplanning and research/report writing exposure

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