The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Financial Planning Assistant/Trainee Paraplanner in support of their ever-expanding financial adviser base. You must hold private wealth focused adviser support experience and be looking to step into basic suitability work quite quickly:

• Office Location: Headingley, North Leeds
• Hybrid/Home Working: Yes – 3-days office, 2-days WFH

Package: £27-30k base DOE + annual bonus & full company benefits

• Key Benefits: 8% non-contributory pension, 4xDIS & PMI
• Holidays: 25 days holiday + stats

The Role: Sits within the firm’s back-office support team working closely with clients to help them achieve their financial goals in a cashflow modelling/lifestyle planning style of advice. Administrative duties include:

• Preparing and maintaining the client file and electronic records via the use of our Intelligent Office back-office system and ensuring all information meets the requirements of the Company and FCA
• Working collaboratively with all back-office tools such as CMT, Finametrica and PAS while also ensuring all information is updated and accurate at all times – to include Service Case and Workflow management.
• Liaising with a variety of Product Providers, obtaining all requested information in a timely and efficient manner and recording the relevant information in line with company procedures.
• Completing portfolio valuations, basic suitability letters and dealing with a variety of client queries and financial providers on a daily basis.
• Produce illustrations and submit accurately completed applications with/to product providers.
• Undertaking research to identify potential solutions to meet the client’s needs and objectives.
• Drafting the less complex financial planning reports and ad-hoc advice letters (top-ups, withdrawals, fund switches etc.) and preparing portfolio valuations for financial planners
• Working collaboratively with both the FP’s, FPA’s and other Client Support Staff to deliver wider business goals and team objectives.

The Person: Will suit an industry experienced, private wealth biased Administrator looking for the opportunity to step into suitability report writing work quite quickly. You will:

• Hold 2+ years’ IFA Administrator experience within a wealth management environment
• Ideally be studying towards the QCF level 4 Diploma (CII)
• Hold Intelligent Office system experience (or equivalent) – Training will be given

What next? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk