Paraplanner

The Company: An extremely ambitious and growth orientated IFA firm based in Sheffield are now looking to add an experienced Paraplanner to their expanding technical support team. The opportunity a perfect route into a professional firm and will suit someone who is looking to progress themselves in a hands-on, right-hand man styled paraplanning environment. • Office Location: Sheffield • Hybrid/Home Working: Yes – 3-days office, 2-days WFH Package: £36-40k base DOE + bonus & full company benefits • Benefits: 6% pension, 4xDIS + annual bonuses and full flexible benefits package • Holidays: 25 days holiday + stats The Role: A consultative paraplanning role/remit supporting multiple high-performing financial advisers working with high-net-worth, private wealth focused clientele. Duties include: • Financial Planning Preparation, Research & Analysis • Analyse client portfolios and financial situations. • Work with advisers to prepare bespoke and comprehensive financial plans for our clients. • Provide accurate technical research to ensure the client files clearly demonstrate assessment of suitability to support client recommendations. • Prepare detailed, personal and compliant Suitability Reports for advisers to present to clients. • Cash flow modelling and forecasting. • Provide technical support to advisers and administrators. The Person: You must come from an IFA/wealth management background and have prior paraplanning exposure to investments & pensions casework. Are you: • QCF Level 4 Diploma qualified or progressing towards this professional qualification? • Au-fait with system tools such as Voyant, FE Analytics and Select-a-Pension etc? • Looking for an opportunity to work closely alongside Chartered Planners? What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.