Financial Planning Assistant

The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add a Financial Planning Assistant in a hybrid Admin/Paraplanner type role, which will quickly develop into a pure paraplanning remit:

• Office Location: Central Huddersfield
• Hybrid/Home Working: Office-based during probation, with flex to work 3-days office/2-days from home thereafter

Package: £28-32k 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 rolesupporting 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? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk