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Paraplanner (Pensions Management)

4 months ago

Wakefield West Yorkshire, United Kingdom CB3 Associates Ltd Full time

A regionally renowned IFA/wealth management firm who and are looking to add a QCF level 4 qualified paraplanner to their adviser support team, based out of their Wakefield site.

Hybrid Working: Yes - 50:50 split

Package: £32-37k base DOE + bonus and full company benefits

• 25 days holiday plus stats, 5% pension, 4xDIS and Westfield Health Cashplan - All on top of a full, flexible benefits package
• Bonus: The Role: Reporting into the Head of Paraplanning this role will sit within the firm’s research/report writing team and work closely alongside advisers to provide HNW private clients with advice to help them achieve their financial goals. assessment to investment risk and capacity for loss
• Detailed knowledge of the private wealth sector is required, as well as being QCF level 4 Diploma qualified. Ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc)
• Experience with Intelligent Office/iO client management system and platforms such as Aegon, Aviva and Quilter