Job Description
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
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