Paraplanner

4 months ago


Harrogate, United Kingdom CB3 Associates Ltd Full time

The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:

  • Office Location: Central Harrogate
  • Hybrid/Home Working: 100% office-based

Package: £32-35k base + discretionary bonus & full company benefits

  • Key Benefits: 8%Pension, 4xDIS & Private Medical Cover
  • Holidays: 25-days + stats
  • Working Hours: 8.30am-5pm Mon-Thurs, 8.30am-1pm Friday

The Role: A broad adviser support role geared around supporting high performing financial advisers, working in HNW client circles with all research & suitability report writing workload; alongside some administrative duties - These include:

  • Product research and full suitability report writing
  • Process all new/existing business
  • Co-ordinate client review meetings including arranging meetings with the Financial Adviser
  • Preparation of the client’s valuation (Intelliflo) and review meeting pack.
  • Complete the details from Fact finds on the IO system
  • Issue recommendation reports to clients and prepare illustrations and any paperwork required.
  • Obtain LOA’s
  • Fund switches.
  • Ensure that client files are fully FCA compliant.

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