Paraplanner

CB Financial Advisers; Worthing; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

4% employer pension contributions

Relaxed dress code policy

Death In Service

Job summary

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.

Responsibilities

• 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

Skills

Paraplanning

Intelligent Office

CashCalc

Genovo

FE Analytics

Organisational skills

Decision-making

Workload planning

Team coaching

Education

Level 4 Diploma

Tools

Intelligent Office

CashCalc

Genovo

FE Analytics

Job description

CB Financial Advisers provides an integrated financial and tax advice service. Our experienced financial advisers work very closely with our professional tax advisers to provide a fully comprehensive wealth management solution.

We work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we have a range of solutions to meet your needs.

We proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. We put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

We currently have an opportunity for a full-time experienced level 4 qualified Paraplanner to join our team. After initial training, the successful candidate can be based in one of our offices across the UK on a hybrid basis. The successful candidate will be working closely with our Financial Advisers and Sales Support teams.

What we can offer you:

• A competitive salary
• Working in a relaxed, friendly, modern environment
• Long term prospects and career progression
• 4% employer pension contributions
• Relaxed dress code policy
• Death In Service

The role would include:

• 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 supportCoaching 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

The ideal candidate:

• Minimum of 3 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
• Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) essential
• Excellent organisational skills
• Ability to work on own initiative and plan own workload
• Thorough understanding of all compliance regulations
• Good decision-making skills
• Use initiative based on the findings of their research
• Level 4 Diploma qualified
• Supervisory / management experience would be beneficial but not mandatory
• Adaptable and happy to take on new challenges

At CB Financial Advisers, we recognise the positive value of diversity and promote equality. We aim at all times to recruit the person who is most suited to the job and welcome applications from people of all backgrounds, regardless of age, race, disability, religion/belief, sexual orientation, gender reassignment, marriage or civil partnership, pregnancy/maternity, or gender, particularly those underrepresented throughout the finance and accounting industry.

Although this role is advertised as full time, we believe that flexibility at work can provide many significant benefits both to our colleagues and the business. We already work in a hybrid style across all offices and can support different ways of working. If you are interested and have any requirements or needs in the way you would like to work, please apply, and speak to us about this. We will consider flexible options for applicants.