The Company: A small, family feel yet highly reputable IFA business based in Harrogate who manage circa £60m AUM are now looking to recruit an industry experienced Paraplanner into their adviser support team as they look to expand. This is a perfect career opportunity for someone who enjoys the technical workload and wants to be involved in higher-value, complex-caseload client work day to day.

• Office Location: Harrogate
• Working Setup: Hybrid with a bias towards WFH – Circa 2-days office & 3 days WFH

Package: £37-42k base DOE + bonus and full company benefits

• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: A focused paraplanning role working alongside 2 high performing financial planners in a research/report writing capacity. Duties include:

• Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
• Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
• Produce clear, compliant, and technically accurate recommendation reports.
• Completion of pension, investment, and tax calculations as appropriate.
• Work closely with the Client Services Team and Financial Planners to deliver a seamless, end to end service for Clients.
• Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers
• Keep up to date with compliance and regulatory changes to develop and maintain a good level of technical knowledge through ongoing learning and continued professional development

The Person: You will come from a wealth management background and hold 2+ years’ hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective. Are you:

• Looking for a long-term career move into a paraplanning role offering progression opportunities and development outside of advising?
• Pension drawdown and IHT planning biased in your client/case exposure career to date?
• Keen on a flexible role in a smaller, client-centric firm where you can be an active part of advice being given?

What next? To apply now please follow the link attached to send an up-to-date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.