The Company: A superb Paraplanner opportunity working for a high-calibre IFA firm based in Barnsley who are looking for someone technically minded that can take on complex-case, private wealth focus research and report writing work. Motivated by working in a relaxed, family-feel type office where there is less pressure on KPI’s and more focus on quality of work/service to the client? Get in touch asap to explore this one further:

• Office Location: Barnsley
• Working Setup: Hybrid - 4-days office & 1-day WFH

Package: £35-40k base + bonus and full company benefits

• Benefits: Pension, DIS + Westfield Health Scheme
• Holidays: 25-days + stats

The Role: To provide technical paraplanning expertise to private wealth focused financial planners focusing on investments, pensions and life planning advice. Duties include:

• Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
• Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
• Produce clear, compliant, and technically accurate recommendation reports.
• Completion of pension, investment, and tax calculations as appropriate.
• Assist with the completion of annual platform and product due diligence as directed by the
• Investment Committee.
• Work closely with the Client Services Team and Financial Planners to deliver a seamless, end to end service for Clients.
• Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.

The Person: You must be QCF level 4 Diploma qualified (or close to completing) and hold private wealth focused paraplanning experience. This opportunity will suit someone looking for a highly consultative Paraplanning role/remit where you hold responsibilities for being a right-hand man to an adviser; building key relations with clients and families alongside that client facing lead.

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.