Financial Planning Assistant/Trainee Paraplanner

The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work:

• Office Location: Central Leeds
• Hybrid/Home Working: Yes - 3-days office, 2 days WFH

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

• Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
• Bonus: Discretionary - Paid annually

The Role: A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and suitability report writing/paraplanning to support the planners with advice compilation: Duties include:

• Providing relevant documentation ahead of client meetings
• Obtaining relevant research relating to proposed advice
• Compiling suitability letters based on the advice being given
• Processing new business
• Responding to client queries
• Maintaining client records on XPlan
• Liaising with Life offices and providers
• Ensuring the administrative requirements are completed for the Client Review Process
• Contribute to new business development and proactively maintain a high level of client service

The Person: An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment:

• Required: Administration experience in an IFA/wealth management firm
• Required: Part-qualified Diploma (minimum) and studying towards
• Preferred: Paraplanning & suitability report compilation experience - Although training will be given

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:

Website: www.cb3associates.co.uk