The Company: A highly regarding and now expanding IFA business based in the York area looking to bring in an experienced, fully QCF Level 4 Diploma qualified Paraplanner. Part of a larger group and with multiple sites across the North of England this is an opportunity to join an established wealth management firm who adopt a very focused, client-centric approach to advice:

• Office Location: Clifton Moor, North York
• Hybrid/Home Working: Yes – 3-days office/2-days WFH

Package: £38-42k base DOE + 15% annual bonus and full company benefits:

• Benefits: Scottish Widows pension, quarterly recognition awards, support with professional development (CII) as well as free parking on site
• Holidays: 25-days + stats
• Standard hours: 37.5hrs p/w – 9am-5pm (Mon-Fri)

The Role: A private wealth biased Paraplanning role/remit providing key product research and suitability report writing support to multiple high performing IFA’s. Key accountabilities include:

• Compile suitability reports detailing recommended advice to suit the clients’ needs
• Maintain an ongoing relationship with clients – Keeping them informed, answering technical queries and arranging review meetings where appropriate
• Carry out product research and analyse products and services that are appropriate to each client’s financial circumstances
• Complete regular reviews of clients’ portfolios to support the ongoing client relationship – Including maintaining a client review system to regularly assess client holdings and changing priorities
• Effectively use research and planning systems and platforms
• Be responsible for ensuring that recommendations are fully implemented to time and quality

The Person: Experience in a ‘whole of market’ IFA business environment is preferred, with a technical/paraplanning background within the investments/pensions arena.

• Required: QCF Level 4 Diploma qualified (or close to)
• Required: A breadth of case exposure career to date inclusive of more complex investments, pensions, IHT planning and trust work

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 | www.cb3associates.co.uk