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- Bonus: Discretionary – Paid annually
- of Fact Find Information to ensure it meets FCA requirements
- with the identification of demands and needs and possible solutions
- assessment to investment risk and capacity for loss
- our research on existing arrangements
- out whole of market research on products meeting clients' needs and objectives
- of full client recommendations and subsequent suitability reports
- with clients and providers
- Minimum QCF Level 4 diploma qualified
- 1+ years' experience in a paraplanning role for an independent advice firm
- Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
- Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter
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Paraplanner - Wakefield, United Kingdom - CB3 Associates Ltd
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Description
The Company: A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.
Location: Wakefield
Hybrid Working: Yes – 50:50 split
Package: £32-37k base DOE + bonus and full company benefits
The Role: Reporting into the Head of Paraplanning this role will sit within the firm's research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. Duties include:
The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for:
What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris |