Senior Financial Planning Specialist

3 weeks ago


York, York City, United Kingdom CB3 Associates Ltd Full time

The Role: We are seeking an experienced Paraplanner to join our team at CB3 Associates Ltd. This is a private wealth biased role that involves providing key product research and suitability report writing support to our IFA's. Key accountabilities include:

  • Compile suitability reports detailing recommended advice to suit the clients' needs
  • Maintain an ongoing relationship with clients - Keeping them informed, answering technical queries and arranging review meetings where appropriate
  • Carry out product research and analyse products and services to provide advice to our IFA's

**Package:** Our offer includes a competitive salary, 15% annual bonus and a range of company benefits:

  • Benefits: Scottish Widows pension, quarterly recognition awards, support with professional development (CII) as well as free parking on site
  • Holidays: 25-days + stats
  • Standard hours: 37.5hrs p/w - 9am-5pm (Mon-Fri)

**Location:** Our office is located in Clifton Moor, North York, with a hybrid/home working arrangement available.



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