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Trainee Paraplanner

Posted 9 March by CB3 Associates Ltd Easy Apply Ended

The Company: I am currently working on behalf of a highly successful, national, financial advisory firm who are offering the opportunity for a seasoned administrator to take a step up into a pure Trainee Paraplanner role within the business. Based in North Leeds you will be joining a progressive, forward thinking firm who are keen to attract an ambitious IFA admin person into their already established paraplanning team as an out and out trainee, with full development and support provided from day 1.

The Role: Supporting several high performing advisers you will be focused on private wealth casework in the main, focusing on 'Immediate Needs’ cases. This is inclusive of clients who contact the business in between reviews and need to take some action on their portfolio - this might be funding an ISA, withdrawing sums, topping up pensions after a bonus etc. You will be trained to key data into the Voyant cashflow modelling system and to create 'base plans’ and 'what if’ scenarios on behalf of clients and natural develop down the pure paraplanning route. You will also create costs and charges tables for use in suitability letters by more experienced paraplanners and help analyse asset allocations on existing portfolios utilising both Financial Express Analytics and in-house tools.

Benefits: Full study support to Diploma, and QCF level 6 (Chartered) and a flexi-benefits package on top inclusive of a 6% contributory pension matched up to 4%, 4xDIS plus improved benefits structure (phased mat/pat return), PMI and 24 days holiday + stats

The Person: You will ideally come with 2+ years admin support experience in an IFA/wealth management firm and be looking to take that step up into paraplanning. Candidates must also be willing to develop knowledge, specifically with regard to completing studies to Diploma status and a full working knowledge of the main Financial Services Products including Life, Personal Pensions and Investments is required. This is a very 'niche’ opportunity for an ambitious technical administrator to make a distinct move into paraplanning. The role is not a hybrid across admin support too, but more of a trainee paraplanner position aimed at shadowing and learning/developing from their current technical paraplanning team.

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:


Reference: 34646693

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