The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base. You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
*Office Location: Headingley, North Leeds
*Hybrid/Home Working: Yes - Split between office/home working
Package: £28-30k base DOE + bonus & full company benefits
*Key Benefits: 8% non-contributory pension, 4xDIS & PMI
*Holidays: 25 days holiday + stats
The Role: Sits within the firm’s technical research & report writing team working closely with clients to help them achieve their financial goals in a cashflow modelling/lifestyle planning and wholly consultative style of advice. Duties include:
*Preparing and maintaining the client file and electronic records via the use of our Intelligent Office back-office system and ensuring all information meets the requirements of the Company and FCA
*Working collaboratively with all back-office tools such as CMT, Finametrica and PAS while also ensuring all information is updated and accurate at all times - to include Service Case and Workflow management.
*Liaising with a variety of Product Providers, obtaining all requested information in a timely and efficient manner and recording the relevant information in line with company procedures.
*Completing portfolio valuations, basic suitability letters and dealing with a variety of client queries and financial providers on a daily basis.
*Produce illustrations and submit accurately completed applications with/to product providers.
*Undertaking research to identify potential solutions to meet the client’s needs and objectives.
*Drafting the less complex financial planning reports and ad-hoc advice letters (e.g., top-ups, withdrawals, fund switches etc.) and preparing portfolio valuations for financial planners
*Working collaboratively with both the FP’s, FPA’s and other Client Support Staff to deliver wider business goals and team objectives.
The Person: Will suit an industry experienced, private wealth biased Administrator looking for the opportunity to step into paraplanning work short-term:
*Required: 2+ years’ IFA Administrator experience within a wealth management environment
*Required: Studying towards the QCF level 4 Diploma (CII)
*Advantageous: Suitability report writing exposure; likely across basic investments and pensions caseloads
*Desirable: Intelligent Office system experience
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk