Developing Paraplanner

4 days ago


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.
- **Office Location**:Wortley, West Leeds
- **Hybrid/Home Working**: Yes - 3-days office, 2-days WFH

**Package**: £27-30k DOE + discretionary bonus and full company benefits
- **Benefits**: 4% pension, 4xDIS, 25-days holiday + stats, full study support to Diploma
- **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
- **Required**: Basic suitability report compilation experience in some sort of paraplanning capacity
- **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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