The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:

• Office Location: Central Harrogate
• Hybrid/Home Working: 100% office-based

Package: £32-35k base + discretionary bonus & full company benefits

• Key Benefits: 8% Pension, 4xDIS & Private Medical Cover
• Holidays: 25-days + stats
• Working Hours:30am-5pm Mon-Thurs, 8.30am-1pm Friday

The Role: A broad adviser support role geared around supporting high performing financial advisers, working in HNW client circles with all research & suitability report writing workload; alongside some administrative duties – These include:

• Product research and full suitability report writing
• Process all new/existing business
• Co-ordinate client review meetings including arranging meetings with the Financial Adviser
• Preparation of the client’s valuation (Intelliflo) and review meeting pack.
• Complete the details from Fact finds on the IO system
• Issue recommendation reports to clients and prepare illustrations and any paperwork required.
• Obtain LOA’s
• Fund switches.
• Ensure that client files are fully FCA compliant.

The Person: The successful candidate will ideally come from an IFA/wealth management background and must have exposure to paraplanning prior:

• Required: Progress towards the QCF Level 4 Diploma (CII)
• Required: 2+ years industry experience ideally within paraplanning and research/report writing work

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk