Developing Paraplanner

1 week ago


Leeds, Leeds, United Kingdom CB3 Associates Ltd Full time

The Company:

Regional IFA business based in West Leeds looking to add a Financial Planning Assistant/Developing Paraplanner who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role initially, withthe view to developing down a pure paraplanning career path short to medium term.

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Office Location:Wortley, West Leeds

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Hybrid/Home Working: Yes - 3-days office, 2-days WFH

Package:
£27-30k DOE + discretionary bonus and full company benefits
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Benefits: 4% pension, 4xDIS, 25-days holiday + stats, full study support to Diploma

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Bonus: Discretionary, paid annually

The Role:
Hybrid admin/paraplanner role
supporting 2 IFAs from a technical administration and research & suitability report writing perspective:

  • New business processing
  • Preparing client review pack for client meetings
  • Obtaining quotations/valuations
  • Dealing with product providers and managing relationships accordingly
  • Assistance with client business development and relationship management
  • Full product research and suitability report compilation
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Required: Basic suitability report compilation experience in some sort of paraplanning capacity
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Preferred: Industry qualifications are not essential but hands-on, practical experience of a similar broad remit outline above is required


Administrators who are looking to step into paraplanning are encouraged to apply, as well as more experienced paraplanners looking to take a slight step back into a more rounded role/remit.


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