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Careers at CHN

We’re always on the lookout for the right people to join our growing team at CHN Financial Consultancy.

 

CURRENT OPPORTUNITIES

Paraplanner - Leeds

Salary: £32,000 - £39,000 a year, depending on experience

Job Summary & Package

We are looking for a paraplanner to join our successful Chartered IFA practice at our office in Leeds.

This is a full-time, permanent position. We will consider flexible hours for the right person.

Great office location with excellent transport links, free parking on site.

Generous benefits and bonus structure offered.

Duties will involve

  • Providing technical support.
  • Analysis of existing financial products & researching suitable solutions
  • Preparing recommendations and producing reports.

Candidate Requirements

  • You will hold your Diploma Level 4.
  • Must have a minimum 2 years previous industry experience.
  • Must have good technical knowledge and experience of report writing and product research .
  • Must have the ability to work as part of a team and manage colleagues.
  • Experience of Centra, Iress Exchange and Intelliflo, as well as provider software preferable.

To Apply: Please email your CV to hr@chnfc.co.uk


Part-time Business Support Assistant - Bingley 

Salary: £16,000 - £20,000 a year, pro rata

Job Summary

Are you looking for a career in Financial Services? If so, our successful Chartered IFA practice needs an additional administrator to support an Associate Financial Consultants at our new Bingley office.

This is a part time, permanent vacancy; we can offer between 20 – 22 hours per week and, although a regular working pattern is required, we are prepared to be flexible over the hours worked.

Duties will involve

You will be working alongside the IFA’s existing support person and your duties will include:

  • Maintaining client records – Updating the firm’s database
  • Requesting and chasing provider information
  • Production of portfolio reports
  • Preparing client packs
  • Producing review letters
  • Organising encashments
  • Client liaison
  • Processing incoming and outgoing post
  • Completing Business submission forms
  • Supporting the IFA with day to day administrative tasks

Desired skills

  • Excellent organisational skills
  • Excellent communications skills
  • Excellent attention to detail
  • Good team player
  • Quick learner
  • Knowledge of Word, Excel, Internet and Outlook

Personal qualities

  • Honest
  • Trustworthy
  • Pro-active
  • Friendly
  • Polite
  • Can do attitude
  • Well presented
  • Looking for a long-term career in financial services

Required Experience:

  • Administration: 1 year

Desired qualifications/experience

  • Experience of working within a similar professional environment
  • Experience of working within an IFA practice would also be preferred, however this is not essential.

Future prospects

We actively promote staff development and encourage staff to progress through to Parpalanner or Financial Adviser if they wish.

To Apply: Please email your CV to hr@chnfc.co.uk


Business Support Assistant - Leeds

Salary: £18,000 - £20,000 a year

Job Summary

Do you have experience of working in a Financial Advice firm and are you looking to progress your career in Financial Services? If so, our successful Chartered IFA practice is looking for an additional administrator to support one of our Chartered Financial Consultants in Leeds.

Duties will involve

You will be working as part of a team with the Chartered Financial Consultant's existing support staff and your duties will include:

  • Maintaining client records – Updating the firm’s database
  • Requesting and chasing provider information
  • Production of portfolio reports
  • Preparing client packs
  • Producing review letters
  • Organising encashments
  • Client liaison
  • Processing incoming and outgoing post
  • Completing Business submission forms
  • Supporting the IFA with day to day administrative tasks

Desired skills

  • Excellent organisational skills
  • Excellent communications skills
  • Good team player
  • Quick learner
  • Knowledge of Word, Excel, Internet and Outlook

Personal qualities

  • Honest
  • Trustworthy
  • Intelligent
  • Pro-active
  • Friendly
  • Polite
  • Can do attitude
  • Well presented
  • Looking for a long-term career in financial services

Desired qualifications/experience

  • Minimum of grade C in English and maths at GCSE (or equivalent)
  • Ideally, we are looking for a candidate with 2 A-levels (or equivalent)
  • Experience of working within an IFA practice.

Future prospects

We actively promote staff development and encourage staff to progress through to Parpalanner or Financial Adviser if they wish.

To Apply: Please email your CV to hr@chnfc.co.uk