The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range – A highly consultative role with client relations central to the overall business proposition.

• Office Location: Harrogate
• Working Setup: Hybrid – Split between Office & Home working

Package: £42-50k base + discretionary bonus and full company benefits

• Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI
• Holidays: 30 days holiday + stats

The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients.

• To act as an initial point of contact between the consultants, clients and product providers
• To prepare for client meetings.
• To research the marketplace for the most suitable products in liaison with the consultant.
• To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team.
• To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant.
• To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels.
• To prepare cashflow modelling using Voyant for client valuations/reviews/reports.
• To maintain client files in good compliant order
• Maintain accuracy of Xplan Database and SEI portal

The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions.

• Minimum QCF Level 4 Diploma with Chartered quals preferable
• 5+ years’ paraplanning experience working in a similar financial planning environment would be required
• Proficiency in FE Analytics, Voyant and preferably Xplan & SEI

What next? Follow the link attached to apply via CV submittal. Further questions? Get in touch to explore further: Chris – 07891479277 | chris@cb3associates.co.uk