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Paraplanner

3 months ago

West Yorkshire, United Kingdom CB3 Associates Ltd Full time £32,000 - £40,000

The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.

  • Location: Central Leeds
  • 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. Duties include:
  • 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
  • research to obtain suitable solutions in the market which can improve the client(s) position
  • suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
  • relevant and accurate documentation at each stage of the process
  • and maintaining cashflow analysis
  • and participating in client meetings with the adviser
  • with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person: Paraplanning experience a necessity coupled with exposure to supporting IFA's/financial advisers in a full research/report writing capacity:
  • QCF level 4 Diploma qualified, with part-qualified candidates also considered
  • 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
What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris - |