Paraplanner - Halifax, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Halifax, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:

Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.

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Office Location:Halifax

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Hybrid/Home Working: Yes

Hybrid office/home working

Package:
£35-38k base + discretionary bonus and full company benefits

Benefits: 25 days holiday + stats, 5% Pension, 4 x DIS and a full flexible benefits package
Working hours: 35hrs p/w

The Role:
A Paraplanner role/remit providing full support to the Advisers and a technical port of call for all client queries. Offering the most efficient, professional and effective client service possible with a high focus on quality andaccuracy.

Duties include:

Creating and maintaining effective working relationships with clients, colleagues and management
Creating, implementing and maintaining any templates broadly used across the department
Working with the IFAs to identify new business opportunities within the existing client bank, accountancy practice clients and beyond to help maximise the potential of the department
Liaising with the advisors throughout the advice process
Providing portfolio and fund analysis reports to advisors prior to client meetings
Dealing with platforms and product providers to obtain information about existing and potential investments
Researching investments, fund options, pension transfers, retirement options, mortgages, life assurance and income protection
Attending bimonthly departmental meetings and managing administration team meetings as required, minuting the meetings.

The Person:
An IFA/wealth management background is required with experience of research and suitability report compilation:

3+ years' paraplanning experience working in a similar financial planning environment
QCF level 4 Diploma or close to completing
Working knowledge of O&M profiler, Iress exchange, FE Analytics also beneficial