Financial Planning Assistant/Trainee Paraplanner

The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Financial Planning Administrator/Trainee Paraplanner in support of their ever-expanding financial adviser base. You must hold private wealth focused adviser support experience and be looking to step into basic suitability work quite quickly:

• Office Location: Headingley, North Leeds
• Hybrid/Home Working: Yes - 3-days office, 2-days WFH

Package: £27-30k base DOE + annual bonus & full company benefits

• Key Benefits: 8% non-contributory pension, 4xDIS & PMI
• Holidays: 25 days holiday + stats

The Role: Sits within the firm’s back-office support team working closely with clients to help them achieve their financial goals in a cashflow modelling/lifestyle planning style of advice. Administrative duties include:

• Preparing and maintaining the client file and electronic records via the use of our Intelligent Office back-office system and ensuring all information meets the requirements of the Company and FCA
• Working collaboratively with all back-office tools such as CMT, Finametrica and PAS while also ensuring all information is updated and accurate at all times - to include Service Case and Workflow management.
• Liaising with a variety of Product Providers, obtaining all requested information in a timely and efficient manner and recording the relevant information in line with company procedures.
• Completing portfolio valuations, basic suitability letters and dealing with a variety of client queries and financial providers on a daily basis.
• Produce illustrations and submit accurately completed applications with/to product providers.
• Undertaking research to identify potential solutions to meet the client’s needs and objectives.
• Drafting the less complex financial planning reports and ad-hoc advice letters (top-ups, withdrawals, fund switches etc.) and preparing portfolio valuations for financial planners
• Working collaboratively with both the FP’s, FPA’s and other Client Support Staff to deliver wider business goals and team objectives.

The Person: Will suit an industry experienced, private wealth biased Administrator looking for the opportunity to step into suitability report writing work quite quickly. You will:

• Hold 2+ years’ IFA Administrator experience within a wealth management environment
• Ideally be studying towards the QCF level 4 Diploma (CII)
• Hold Intelligent Office system experience (or equivalent) - Training will be given

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk