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    Financial Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd

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    Description
    An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background


    Working:
    Yes - 4 days office | 1 day WFH

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


    • 25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package

    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


    • and maintaining cashflow analysis
    • with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
    Paraplanning experience a necessity coupled with exposure to supporting IFA's/financial advisers in a full research/report writing capacity:


    • Technical knowledge and awareness across investments and pensions advice
    • 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


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