The Company: A nationally renowned, growth orientated wealth management firm looking to add an experienced Paraplanner to their technical adviser support team. This is a superb opportunity to join up with a progressive firm business who are looking to expand as we head into the New Year.

• Office Location: Central Sheffield
• Working Setup: Hybrid – 3-days in the office & 2-days WFH

Package: £35-45k DOE + discretionary bonus and full company benefits

• Bonus: Discretionary – Averages between £2-4k p/a
• Benefits: Pension, 4xDIS plus a full company flex benefits package
• Working hours: 37.5hrs p/w

The Role: A broad research/report writing role supporting multiple high performing financial advisers. Your responsibilities include, but are not limited to the following:

• Once in receipt of a completed ‘fact find’ and client meeting sheet collate all the relevant quantitative detailed information required to compile a financial services report.
• Discuss the client’s needs and objectives with the relevant adviser.
• Undertake research to identify suitable solutions to meet the client’s needs and objectives.
• Prepare information for analysis by the adviser.
• Prepare and discuss draft recommendation report with the relevant adviser.
• Prepare Cashflow report where relevant
• Prepare suitability reports in accordance with the agreed recommendations.
• Review investment portfolio, asset allocation, risk profile etc.
• Assist with annual rebalance of model portfolios

The Person: You will be Diploma qualified (or progressing towards) and hold full product research and suitability report writing support experience. Do you:

• Hold caseload experience across high-value investments work?
• Have to exposure to cashflow modelling/lifestyle planning solutions for clients?
• Want to work in forward thinking firm where you can influence your own career/successes?

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