Senior Paraplanner

4 weeks ago

Leeds, United Kingdom CB3 Associates Ltd Full time

**The Company**:National IFA firm based in Central Leeds who are looking to add a QCF level 4 Diploma qualified Paraplanner to their technical support team in a majority remote/home-based capacity. An expanding business providing whole of marketfinancial advice to HNW private clientele.
- **Office Location**: Central Leeds
- **Hybrid Working**: Yes - 1 day office | 4 days WFH

**The Role**:A technical paraplanning role providing analysis, detailed research of funds and providers, report writing and product recommendations for both personal and group/corporate clients across the group.

**- Assess new business based on fact find and adviser information. - Liaise with advisers to obtain accurate information to complete cases. - Produce research material and write a comprehensive suitability letter.**:

- Present case to adviser.
- Provide feedback to individual advisers.
- Maintain and update the paraplanning recording system.
- Assess and finalise paraplanning cases in line with regulatory business standards.

The majority of workload is investments and pensions focused with some IHT/Tax planning and pension switch work on top of that.

**The Person**:Must be QCF Diploma level 4 qualified and hold previous experience of working within paraplanning in an IFA/wealth management environment. Private wealth product knowledge and awareness is required, with compliance professionalsand/or advisers looking to take on a paraplanning remit very much encouraged to apply.

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