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Paraplanner (Pensions Management)

4 months ago

Leeds, United Kingdom CB3 Associates Ltd Full time €34,000 - €37,000

A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice and are currently recruiting an industry experienced Paraplanner into their expanding technical support team.
Working: Yes – 3-days office, 2 days WFH

Package: £34-37k base DOE + bonus and full company benefits

~24 days holiday plus stats, pension, 4xDIS on top of a full company benefits package

Bonus: The Role: A pure paraplanning role working specifically alongside multiple high-performing financial advisers and investment managers managing significant client AUM. Assist with updating with the firms preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
Assist in the training to other members of staff on all areas of advice
The Person: The successful candidate must come from an IFA/wealth management background and have a minimum of 2-years’ experience in supporting IFA’s/financial advisers from a paraplanning perspective.