The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: An established IFA firm based in Harrogate who provide financial advice as well as discretionary investment services are looking to add a fully qualified, experienced Paraplanner to their high calibre team. The role is geared around supporting 2 very high performing Financial Planners across HNW, complex case workloads typical in the £1m+ AUM range - A highly consultative role with client relations central to the overall business proposition. Office Location: Harrogate Working Setup: Hybrid - Split between Office & Home working Package: £42-50k base discretionary bonus and full company benefits Key Benefits: 10% Pension, 4xDIS, Critical Illness Cover & PHI Holidays: 30 days holiday stats The Role: You will be responsible for providing market research, investment analysis, production of draft suitability letters (covering pensions, investments, trusts, tax analysis, offshore and onshore bonds, collective investment accounts), cash flow modelling and ancillary client management services for a selection of clients. To act as an initial point of contact between the consultants, clients and product providers To prepare for client meetings. To research the marketplace for the most suitable products in liaison with the consultant. To assist with the ongoing management and oversight of the model portfolios alongside the investment manager and other members of the technical team. To prepare compliant draft reports and suitability letters in liaison with and on behalf of the consultant. To prepare draft reviews of existing client portfolios to ensure service standards are met in accordance with agreed service levels. To prepare cashflow modelling using Voyant for client valuations/reviews/reports. To maintain client files in good compliant order Maintain accuracy of Xplan Database and SEI portal The Person: An IFA/wealth management background is required coupled with extensive experience of private wealth product research and suitability report compilation. The role will suit a career Paraplanner looking to establish themselves within a highly technical advice function, and someone who welcomes the consultative aspect of Adviser Support when it comes to client solutions. Minimum QCF Level 4 Diploma with Chartered quals preferable 5+ years' paraplanning experience working in a similar financial planning environment would be required Proficiency in FE Analytics, Voyant and preferably Xplan & SEI What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
The Company: A brilliantly run and highly reputable Chartered IFA firm based in the Hessle are of West Hull who focus individuals and businesses build, manage and protect their wealth are now looking to grow their technical team by bringing in a Qualified Paraplanner. Ideally, they are looking to attract an industry experienced, technically astute paraplanner who can supplement they already very established adviser support team. As part of a business looking to grow and with multiple offices across the Yorkshire area already, this is a superb opportunity for someone to build a career with a young, vibrant, up and coming employer. Office Location: Hessle Working Setup: Hybrid - 3-days offices, 2-days WFH Hours: 35hr working week inclusive of flexible working (core hours 10am-3pm) Salary/Package: £35-40k base attractive bonus & full company benefits Key Benefits: 5% Pension, 4xDIS & Private Medical Cover alongside a full company benefits package Holidays: 25-day holiday stats The Role: You will provide technical paraplanning support and expertise to a team of private wealth focused financial planners. Duties include: Writing financial planning and suitability reports and letters using the appropriate research tools; ensuring the best client outcomes. Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete. Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support. Obtaining illustrations, information and valuations from product providers as required. Completing and checking tax calculations where necessary. Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales. Providing support and training to educate and guide other staff members where required. Assisting with research required by Proposition Team. Maintain your daily task organiser, planning your workload, ensuring deadlines are met. Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors. The Person: You must be QCF level 4 Diploma qualified (minimum) and have a demonstrable track record of managing paraplanning workloads for high performing, private wealth focused financial planners. You will: Hold 3+ years' experience within paraplanning and technical support Bring a strong understanding of financial products inclusive of investments, pensions, protection and IHT planning advice Have experience conducting thorough product research in a whole of market capacity Be comfortable managing technical queries from clients as required What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
Sep 01, 2025
Full time
The Company: A brilliantly run and highly reputable Chartered IFA firm based in the Hessle are of West Hull who focus individuals and businesses build, manage and protect their wealth are now looking to grow their technical team by bringing in a Qualified Paraplanner. Ideally, they are looking to attract an industry experienced, technically astute paraplanner who can supplement they already very established adviser support team. As part of a business looking to grow and with multiple offices across the Yorkshire area already, this is a superb opportunity for someone to build a career with a young, vibrant, up and coming employer. Office Location: Hessle Working Setup: Hybrid - 3-days offices, 2-days WFH Hours: 35hr working week inclusive of flexible working (core hours 10am-3pm) Salary/Package: £35-40k base attractive bonus & full company benefits Key Benefits: 5% Pension, 4xDIS & Private Medical Cover alongside a full company benefits package Holidays: 25-day holiday stats The Role: You will provide technical paraplanning support and expertise to a team of private wealth focused financial planners. Duties include: Writing financial planning and suitability reports and letters using the appropriate research tools; ensuring the best client outcomes. Ensuring that the client file including Fact Find, Adviser meeting notes and product information is fully and comprehensively complete. Ensuring that client files, suitability reports and letters are fully compliant and technically accurate, liaising regularly with internal and external compliance support. Obtaining illustrations, information and valuations from product providers as required. Completing and checking tax calculations where necessary. Ensuring business is submitted to providers, promptly, accurately and within the agreed timescales. Providing support and training to educate and guide other staff members where required. Assisting with research required by Proposition Team. Maintain your daily task organiser, planning your workload, ensuring deadlines are met. Deliver an efficient, friendly, and professional service for all clients, providers, professional partners, and visitors. The Person: You must be QCF level 4 Diploma qualified (minimum) and have a demonstrable track record of managing paraplanning workloads for high performing, private wealth focused financial planners. You will: Hold 3+ years' experience within paraplanning and technical support Bring a strong understanding of financial products inclusive of investments, pensions, protection and IHT planning advice Have experience conducting thorough product research in a whole of market capacity Be comfortable managing technical queries from clients as required What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours.
The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced Financial Planner to their team. This will be someone who has ambitions to step into a 'head of' type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role. Office Location: Mansfield Hybrid/Home Working: Yes - Flexible Package: £65-75k base DOE & full company benefits Key Benefits: Pension, 2xDIS and a full flexible benefits package Holidays: 25 days holiday stats The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads: Deliver independent financial advice across various areas focusing on high value investments and trust work Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite. Create and present tailored financial plans and recommendations based on individual client needs. Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals. Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes. Ensure all advice complies with current financial regulations and industry best practices. Maintain accurate records of client interactions, advice provided, and portfolio management activities. Foster and nurture long-term client relationships, offering continuous support and financial guidance. Conduct regular financial reviews with clients and make appropriate adjustments as needed. Confidently manage client reviews both remotely and in person. The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM. Are you wanting: An established client-base to inherit and service? Attractive earning potential and client-base growth opportunities? A focused team-lead type opportunity aimed at progressing towards Partner level? What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours
Sep 01, 2025
Full time
The Company: A prestigious, Mansfield based Financial Planning firm who are part of a larger professional services group are looking to attract an experienced Financial Planner to their team. This will be someone who has ambitions to step into a 'head of' type role short-term. The need to hire is focused on the initial inheritance, and subsequent servicing of a private wealth focused client bank; with experience managing HNW, private clientele very much key to being successful in this role. Office Location: Mansfield Hybrid/Home Working: Yes - Flexible Package: £65-75k base DOE & full company benefits Key Benefits: Pension, 2xDIS and a full flexible benefits package Holidays: 25 days holiday stats The Role: To provide high-quality financial planning and wealth management services to an existing portfolio of private wealth clients, while also generating new business through warm, in-house leads: Deliver independent financial advice across various areas focusing on high value investments and trust work Conduct comprehensive client meetings to understand their financial position, objectives, and risk appetite. Create and present tailored financial plans and recommendations based on individual client needs. Monitor and adjust client portfolios regularly to ensure they remain aligned with financial goals. Utilise cashflow modelling to build comprehensive financial plans, updating them in line with review schedules and life changes. Ensure all advice complies with current financial regulations and industry best practices. Maintain accurate records of client interactions, advice provided, and portfolio management activities. Foster and nurture long-term client relationships, offering continuous support and financial guidance. Conduct regular financial reviews with clients and make appropriate adjustments as needed. Confidently manage client reviews both remotely and in person. The Person: You must be QCF level 4 Diploma qualified as a minimum, hold CAS and come with private wealth focused advisory experience. The role will suit someone looking for a client-centric, servicing biased role yet is motivated by developing new business development and onboarding AUM. Are you wanting: An established client-base to inherit and service? Attractive earning potential and client-base growth opportunities? A focused team-lead type opportunity aimed at progressing towards Partner level? What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours
