Hybrid Paraplanner | Wealth & Tax Planning Specialist

CB Financial Advisers; Worthing; Hybride; GBP 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

4% employer pension contributions

Relaxed dress code policy

Death In Service

Résumé du poste

CB Financial Advisers is seeking a full-time Paraplanner (Level 4) to work with our advisers and sales support teams across UK offices on a hybrid basis. You will prepare and implement recommendations, maintain client files and ensure compliance paperwork is complete.

The ideal candidate has 3+ years in paraplanning, experience with Intelligent Office, CashCalc, Genovo and FE Analytics, and strong organisational and compliance skills. Flexible working options available.

Qualifications

• Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports.
• Experience with compliance documentation and due diligence processes.

Responsabilités

• Preparing and maintaining client files
• Preparing and implementing recommendations
• Ensuring all compliance paperwork is present
• Due diligence associated to the investment committee
• Assisting in providing technical support
• Coaching of team members / new starters
• Writing reports based on client requirements
• Being a point of reference for advisers
• Consistently researching and reviewing market products available
• Ad hoc support to the Paraplanning Line Manager as directed

Connaissances

Paraplanning

Intelligent Office

CashCalc

Genovo

FE Analytics

Organisational skills

Decision-making

Workload planning

Team coaching

Formation

Level 4 Diploma

Outils

Intelligent Office

CashCalc

Genovo

FE Analytics

Description du poste

CB Financial Advisers is seeking a full-time Paraplanner (Level 4) to work with our advisers and sales support teams across UK offices on a hybrid basis. You will prepare and implement recommendations, maintain client files and ensure compliance paperwork is complete.

The ideal candidate has 3+ years in paraplanning, experience with Intelligent Office, CashCalc, Genovo and FE Analytics, and strong organisational and compliance skills. Flexible working options available.