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CB3 Associates Ltd
Closing date
6 Jun 2022

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Contract Type
Full Time
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The Company: Nationally recognised and expanding IFA business based in Sheffield looking to recruit a private wealth focused Paraplanner who holds experience working within an IFA/wealth management firm. An AIM-listed business with more than 6,500 active clients and circa £3 billion of Assets under Management, boatsing a growing network of offices across the UK with core clients ranging from private individuals to corporate business relationships.

The Role: Sits within the firm's research/report writing team working closely to help clients achieve their financial goals in a lifestyle planning style of advice. Full paraplanning responsibilities across complex private wealth advice, inclusive of cashflow modelling work as required. Standard duties & responsibilities include:
  • Construct financial advice and produce suitability reports for both private and group/corporate clients. Advice may relate to pension transfers, Inheritance Tax Planning, Trusts and other holistic planning areas
  • Pro-actively participate in case conferences with advisers at various stages of the advice process
  • Attend client meetings alongside advisers where required
  • Completion of tax calculations
  • Ensure the CRM and other systems are accurately maintained
  • Complete due diligence and research on new propositions within the group

Flexible Working: Yes - 3 days office/2 days working from home

Benefits: 25 days holiday plus stats, 5% pension, 4xDIS, PMI and full flexible benefits package

The Person: Will come from a technical paraplanning background and have exposure to supporting IFA's/financial advisers in research/report writing capacity. Knowledge and awareness across the private wealth product spectrum (investments, pensions and IHT planning) is required, with 2+ years' paraplanning experience working in a similar business environment. Part-qualified people looking for support/development with their careers are also encouraged to apply, as well as QCF level 4 Diploma qualified paraplanners who are looking for a challenging, complex-case biased role/remit.

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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