The Company: A highly reputable York based IFA firm who are looking to bring in an experienced Paraplanner into their expanding, client-friendly technical support team. Supporting high-performing, private wealth focused Advisers as part of a team of 10, this is an excellent opportunity to join a business providing an extremely flexible working environment and setup, alongside a remit which is both technically challenging and highly consultative in its makeup.

• Office Location: Escrick, South York
• Working Setup: Extremely flexible – Open to a majority homeworking/hybrid setup

Package: £40-45k base + discretionary bonus and full company benefits

• Benefits: Auto-enrolled pension, 2xDIS + PMI Cover
• Holidays: 26-days holiday + stats
• Working hours: Full-time

The Role: A technically challenging pure paraplanning role/remit with a distinct focus on high-value investments and pensions work – Further duties include:

• Playing a major role in putting together advice/solutions
• Helping onboard new clients
• Building, reviewing and maintaining financial plans using Voyant
• Conducting product analysis and fund research
• Dealing with client queries
• Preparing recommendations and suitability reports
• Liaising with providers, clients, advisers and the administration team
• Maintaining internal systems and databases
• Keeping up to date with financial regulations and market changes

The Person: This is a brilliant opportunity offering full flexibility in terms of working pattern, so will suit someone with a Paraplanning background who is looking for the ability to migrate into a hybrid working role that can be majority home-based:

• Do you hold 3+ years Paraplanning experience?
• Are you experienced with suitability work for Investments & Pensions caseloads?
• And are you open to a collaborative working relationship with advisers and clients?

What next? Further questions? Keen to apply & register your interest? Please get in touch asap: Chris – 07891479277 | chris@cb3associates.co.uk