Paraplanner

**The Company**:Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis.
- **Office Location**:Halifax
- **Hybrid/Home Working**: Yes - Hybrid office/home working

**Package**: £35-38k base + discretionary bonus and full company benefits
- Benefits: 25 days holiday + stats, 5% Pension, 4 x DIS and a full flexible benefits package
- Working hours: 35hrs p/w

**The Role**:A Paraplanner role/remit providing full support to the Advisers and a technical port of call for all client queries. Offering the most efficient, professional and effective client service possible with a high focus on quality andaccuracy. Duties include:

- Creating and maintaining effective working relationships with clients, colleagues and management
- Creating, implementing and maintaining any templates broadly used across the department
- Working with the IFAs to identify new business opportunities within the existing client bank, accountancy practice clients and beyond to help maximise the potential of the department
- Liaising with the advisors throughout the advice process
- Providing portfolio and fund analysis reports to advisors prior to client meetings
- Dealing with platforms and product providers to obtain information about existing and potential investments
- Researching investments, fund options, pension transfers, retirement options, mortgages, life assurance and income protection
- Attending bimonthly departmental meetings and managing administration team meetings as required, minuting the meetings.

**The Person**:An IFA/wealth management background is required with experience of research and suitability report compilation:

- 3+ years’ paraplanning experience working in a similar financial planning environment
- QCF level 4 Diploma or close to completing
- Working knowledge of O&M profiler, Iress exchange, FE Analytics also beneficial