Paraplanner (Pensions Management)

1 month ago


Leeds, United Kingdom CB3 Associates Ltd Full time

An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. Working: Yes – 4 days office | 1 day WFH


Package: £32-40k base DOE + bonus and full company benefits (below):

~25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package


The Role: A 1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investments
and maintaining cashflow analysis
with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc

Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity:

Technical knowledge and awareness across investments and pensions advice
Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner



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