- 25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package
- and maintaining cashflow analysis
- with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
- 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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CB3 Associates Ltd Guiseley, West Yorkshire, United KingdomExtremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:Location:Guiseley, North Leeds Working: 100% office basedPackage: £34-37k base DOE + bonus & full company benefitsBenefits: Standard contribut ...
Financial Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd
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