Full job descriptionThe Company: A genuinely independent and growing IFA business looking to bring in an experienced Financial Planning Administrator/Trainee Paraplanner who is keen to develop their technical knowledge and progress further into Paraplanning. Having recently appointed a new Director and seen positive growth across the business, the firm has also introduced a number of process improvements to support their already high client service standards. This is a really progressive opportunity within a supportive business that is committed to developing and promoting its people.


*Office Location: Barnsley
*Working Setup: Hybrid – 3-days office & 2-days WFH
*Hours: Full-time – 37.5 hours per week (Part-time hours also considered)


Package: £30-33k base + bonus/benefits
*Key Benefits: Health cash plan, 4x Death in Service, professional qualifications and tailored learning opportunities
*Holidays: 25-days + stats with the opportunity to buy/sell up to 5 additional days
*Working hours: 37.5-hours per week with hybrid and flexible working available


The Role: A developing Financial Planning Administration/Trainee Paraplanner role providing key support to a highly experienced Financial Adviser and wider client services function. The position will offer a blend of day-to-day financial planning administration alongside increasing exposure to the more technical research, report writing and Paraplanning side of the advice process. Key accountabilities include:
*Assist with the preparation of suitability reports and client review documentation
*Conduct product, fund and investment research
*Gather and analyse client financial information
*Support Advisers with client meeting preparation and follow-up actions
*Manage daily administration relating to client onboarding, reviews and financial planning recommendations
*Prepare and process new business applications across pensions, investments, protection and tax wrappers
*Liaise with providers and third parties to obtain valuations, policy information and resolve outstanding queries
*Maintain accurate client records and ensure all documentation is complete and compliant
*Produce and quality-check client correspondence, reports and review packs
*Liaise with clients where required, delivering a high standard of customer service
*Assist with compliance-related duties including file checking and audit preparation
*Work towards relevant professional qualifications with ongoing support from the business
*Develop technical knowledge and take on increasing responsibility within research, report writing and the wider Paraplanning function


The Person: The role would suit someone with 2+ years’ experience working as a Financial Planning/IFA Administrator within an independent financial advice environment. Previous experience supporting Financial Advisers across pensions, investments and wider financial planning administration is required, alongside a sound understanding of financial services regulation and compliance requirements.
This is a particularly strong opportunity for someone who enjoys the client servicing and administration side of financial planning but is keen to begin moving towards more technical research, suitability report writing and Paraplanning work. Equally, the business is supportive of long-term career development and would be open to helping someone progress further and into client facing work over time.


What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.