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Wakefield

    Paraplanner - Wakefield, United Kingdom - CB3 Associates Ltd

    Default job background
    Accounting / Finance
    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

    • 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan – All on top of a full, flexible benefits package
    • Bonus: Discretionary – Paid annually

    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:

    • 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

    The Person: Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. We are looking for:

    • 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

    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 |


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