Paraplanner
- Recruiter
- CB3 Associates Ltd
- Location
- York
- Salary
- 35000.00 GBP Annual + 00
- Posted
- 08 Nov 2018
- Closes
- 21 Nov 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
The Company: I am currently working on behalf of a very successful financial advisory firm based in York who are looking to add a Paraplanner to join their back-office team following the recent recruitment of 2 new advisers. You will be joining a progressive, forward thinking business who are part of a larger group, and are looking to expand/add-headcount across the next 2/3 years with plans to double their adviser-base and flesh out the support teams. They seek an ambitious Paraplanner who is keen on personal progression (potentially into advice medium term) to add to their growing support function in their York site.
The Role: To support Financial Consultants with all technical support, research and report writing tasks. These include, but are not limited to the following:
- Platform and product research
- Compliant suitability report writing skills and knowledge, making sure the reports are in line with current FCA requirements
- Knowledge of FE and assisting with fund research for in-house model portfolios
- DB transfers and reports in this area
- Offer technical support and guidance to the admin team, where required
- Decipher new pieces of technical legislation to assist the advisers with their client advice
- Assist with blogs and 'sales aids' to the wider Practice
- Assist with back-office systems (knowledge and experience of Xplan would be advantageous)
Benefits: 25 days holiday, 5% company pension, healthcare scheme, free on-site parking and other flexible benefits
The Person: The successful candidate will ideally come from an IFA/wealth management background and have exposure to supporting IFA's/financial advisers in a paraplanning capacity for the last 2 years as a minimum. You will be QCF level 4 diploma qualified, or at least be on the way to achieving this and have knowledge across investments, pensions and protection/life cover work, with any tax or trust exposure a significant bonus. This role would suit a progressive, ambitious paraplanning individual looking to develop in a highly regarded, market leading advisory business - And if you have ambitions to develop down the client facing/advisory route medium term this particular opportunity may offer this for the right person; so anyone looking for that 'career' move at this point is encouraged to apply.
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:
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