Careers

Clarity Wealth Limited are an energetic, professional and happy team.  We are a growing business offering ongoing career opportunities and personal development.

We are a dynamic company and are passionate about helping our clients.  We take pride in having a close and friendly approach both with our clients and colleagues.  You will learn a lot very quickly as you will be part of a busy and welcoming team who will help you develop at every stage.  Due to the close support structure, the role is based in newly refurbished offices in Horsforth.  This ensures close support and collaborative learning.

You will be helping support a small team of advisers and administrators in the role of a paraplanner and be involved in the whole advice process.

Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available.  We will pay for your exams to be chartered should you wish to.  We care about our staff and clients and want to ensure that they are looked after.

• Analysis of existing financial products, researching suitable solutions, preparing recommendations and complex report writing
• Ability to conduct research for appropriate providers and investments
• Manage the entire process from the first meeting with a new client to the undertaking of the business, producing relevant and accurate documentation at each stage of the process
• Good understanding of compliance issues
• investment planning and Pension Crystallisation options
• Ability to use technical financial planning tools, financial modelling and back office software
• Will also need to follow up on adviser requests and service client requests such as withdrawals and general administrative duties

• Ideally you will hold your Diploma Level 4 with a desire to achieve Chartered and or Certified status
• It is preferred that you have a minimum 2 years previous experience in a similar position
• You will have good technical financial knowledge and an understanding of personal taxation.
• Experience of complex report writing and conducting whole of the market product research.
• Be able to work on own initiative and achieve agreed outcomes without supervision
• May be suitable for an existing financial adviser looking to change roles

Clarity Wealth Limited are an energetic, professional and happy team.  We are a growing business offering ongoing career opportunities and personal development.

We are a dynamic company and are passionate about helping our clients.  We take pride in having a close and friendly approach both with our clients and colleagues.  You will learn a lot very quickly as you will be part of a busy and welcoming team who will help you develop at every stage.  Due to the close support structure, the role is based in newly refurbished offices in Horsforth.  This ensures close support and collaborative learning.

You will be helping support a small team of advisers and administrators in the role of a trainee paraplanner and be involved in the whole advice process.

Discretionary annual bonuses are available and have been paid every year to all staff to date. Death in service of 4 times salary and pension provision are available.  We will pay for your exams to be chartered should you wish to.  We care about our staff and clients and want to ensure that they are looked after.

• Supporting the advice process
• Completing Suitability Reports
• Researching suitable products for and compiling the relevant documentation in preparation for the Advisers
• Utilising Intelliflo, cash flow analysis and developing knowledge to aid in the processing of business
• Maintain the workflow in the department, providing a timely and accurate service to our clients
• Liaising with providers and clients to provide updates and keep track off workflow
• The ability to use their initiative and to grow into working on an unsupervised basis

The suitable candidate would have the following skills / attributes:

• A client centred approach who is friendly and professional
• Working towards achieving the Level 4 Diploma
• IFA administration experience
• Good general knowledge of investment and pensions products