The Company: A highly regarding Wealth Management firm who are part of a larger group and are looking to bring in a Paraplanning Team-Leader into their technical team. This will be based out of their Chesterfield site in a hybrid working setup. They are a financial advisory firm that offers personalised wealth management services, focusing on helping clients achieve their financial goals through tailored investment strategies, retirement planning, and risk management.

• Office Location: Barlborough, North Chesterfield
• Hybrid/Home Working: Yes – Fully flexible

Salary/Package: £50-55k DOE + attractive bonus & full company benefits

• Key Benefits: Pension, 2xDIS & Private Medical Cover
• Holidays: 25-day holiday + stats

The Role: You will provide technical paraplanning expertise to a private wealth focused financial planners whilst overseeing the wider paraplanning team and structure across multiple sites. Duties include:

• Analysis of client policies (incl. pensions, investments, protection) to review whether they are still aligned with their objectives, for more complex advice cases.
• Constructing advice for presentation to the adviser and client.
• Competent with complex Tax calculations e.g. CGT, IHT etc
• Preparation of correspondence including letters and emails to clients
• Obtaining policy information and preparation of data for client meetings
• Preparation of client review letters and suitability reports for the Financial Adviser and preparation of accompanying documentation as required.
• Hold excellent knowledge of research/software tools research tools such as Defaqto, IO fact finds, FE analytics and Excel etc.
• Act as an Investment Specialist or Pension Specialist, providing advanced technical support and insights in these areas.
• Junior paraplanner onboarding
• Support the training and development of other paraplanners and advisers, sharing expertise and leading training sessions as required.

The Person: You must be QCF level 4 Diploma qualified and have a demonstrable track record of managing paraplanning workloads for high performing financial advisers and wealth managers. You will:

• Hold substantial experience (minimum 3 years) in paraplanning
• Have knowledge of asset classes, portfolio diversification, and investment performance evaluation
• Understand pension schemes, retirement income strategies, and pension taxation.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk