IFA Administrator/Trainee Paraplanner

Job Location	Sharrow Vale
Education	Not Mentioned
Salary	£25,000 - £28,000 per annum
Industry	Not Mentioned
Functional Area	Not Mentioned
Job Type	Permanent, full-time

Job Description

The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team - Ideally this will be an experienced Administrator who is keen onprogressing into some suitability report writing work:

Office Location: Sharrow, South side of Sheffield
Hybrid/Home Working: Yes - Flexible for the right person

Package: £25-28k base DOE + annual bonus & full company benefits

Holidays: 25 days holiday + stats
Working Hours: Full-time - 37.5hrs p/w

The Role: A slightly hybrid orientated role working across administration support, client relationship management and basic research/suitability report writing on the paraplanning side:

New/existing business processing
Preparing client review pack for client meetings
Obtaining quotations/valuations
Dealing with product providers and managing relationships accordingly
Managing client relationships and being the first point of contact for technical queries as required
Database management
Assistance with client business development and marketing materials
Product research
Paraplanning and suitability report compilation - ISA transfers, lump sum investments etc

The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the breadth of private wealth focused financial advice:

Required: 2 years + experience in an Admin/Adviser Support role
Required: Exposure to private wealth investments, pensions and protection casework
Beneficial, but not required: Paraplanning and research/report writing exposure

What next Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:Website: www.cb3associates.co.uk

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