Job Location : Huddersfield, UK
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
Package: £35-38k DOE + discretionary bonus and full company benefits
The Role: To work closely with our Advisers to service Clients’ advice needs, conduct detailed research on both clients’ existing and potential arrangements. Once assessed against the clients’ financial objectives, you will produce timely and compliant financial planning reports, always providing excellent standards of client service:
The Person: The successful candidate must come from a wealth management background and have exposure to supporting IFA’s/financial advisers in a private wealth focused advice environment. Product research and report writing experience is very much required:
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
Salary : 35000 - 38000
Apply Now!