The Company: A small, family feel yet highly reputable IFA business based in Harrogate who manage circa £60m AUM are now looking to recruit an industry experienced Paraplanner into their adviser support team as they look to expand. This is a perfect career opportunity for someone who enjoys the technical workload and wants to be involved in higher-value, complex-caseload client work day to day.

• Office Location: Harrogate
• Working Setup: Hybrid with a bias towards WFH – Circa 2-days office & 3 days WFH

Package: £40-45k base DOE + bonus and full company benefits

• Bonus: Discretionary – Paid annually
• Holidays: 25-days + stats

The Role: A focused paraplanning role working alongside 2 high performing financial planners in a research/report writing capacity. 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.
• 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
• Keep up to date with compliance and regulatory changes to develop and maintain a good level of technical knowledge through ongoing learning and continued professional development

The Person: You will come from a wealth management background and hold 2+ years’ hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective. Are you:

• Looking for a long-term career move into a paraplanning role offering progression opportunities and development outside of advising?
• Pension drawdown and IHT planning biased in your client/case exposure career to date?
• Keen on a flexible role in a smaller, client-centric firm where you can be an active part of advice being given?

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