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Trainee Paraplanner

Full Time in Paraplanning
  • Northumberland Street, Huddersfield, UK View on Map
  • Salary: £27,000 - £28,000
  • Additional package info + WFH flex, attractive bonus, study support and full company benefits

Job Description

The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Trainee Paraplanner initially in a broad, hybrid Admin/Paraplanner role, which will quickly develop into a pure paraplanning remit across the next 6-12-months:

  • Office Location: Central Huddersfield
  • Hybrid/Home Working: Office-based during probation, with flex to work 2-days from home thereafter

 

Package: £27-30k DOE + discretionary bonus and full company benefits

  • Benefits: Pension, 4xDIS, 25-days holiday + stats & full study support to Diploma via the CII
  • Bonus: Discretionary, paid annually

 

The Role: Trainee paraplanner role supporting 2 IFAs from a technical administration and research & suitability report writing perspective:

  • Full product research and suitability report compilation
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • New business processing
  • Dealing with product providers and managing relationships accordingly
  • Assistance with client business development and relationship management

 

The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused advice environment. Administrators looking to step up, as well as those in already sat in a paraplanning role are encouraged to apply!

  • Required: Basic suitability report compilation experience in a paraplanning capacity
  • Preferred: Part-qualified Diploma with R0 exams done
  • Preferred: Use of FE Analytics previously is desired, but not essential

 

What next? To apply now please follow the link below. Alternatively, you can call/text Chris on 07891479277 or email chris@cb3associates.co.uk to explore further.

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