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Financial Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice backgroundWorking:
Yes - 4 days office | 1 day WFH
Package:
£32-40k base DOE + bonus and full company benefits (below):
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.
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