Paraplanner

4 weeks ago

Leeds, United Kingdom CB3 Associates Ltd Full time

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.

  • Office Location: Central Leeds
  • Hybrid Working: Yes - 4 days office | 1 day WFH

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

  • Includes 25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
  • 37.5hr working week (Mon-Fri)

The Role: A1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. Duties include:

  • Analysis 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
  • Undertaking research to obtain suitable solutions in the market which can improve the client(s) position
  • Preparing suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
  • Producing relevant and accurate documentation at each stage of the process
  • Building and maintaining cashflow analysis
  • Attending and participating in client meetings with the adviser
  • Liaising 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:

  • Preferred: QCF level 4 Diploma qualified, with part-qualified candidates also considered
  • Required: Technical knowledge and awareness across investments and pensions advice
  • Required: 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? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk

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