Paraplanner - Morley, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Morley, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:
Highly ambitious and expandingIFA firm recruiting an experienced Paraplanner who holds a private wealth focused adviser support background. A holistic, whole-of-market IFA advice business to the HNW private clientele demographic.

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Office Location: North Leeds

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Hybrid Working: Yes - 3 day's office | 2 days WFH

Package:
£35k base + annual bonus and full company benefits:

25 days holiday + stats, pension, 4xDIS, PMI as well as free parking and full study support to Diploma/Chartered
Standard hours: 8.305pm (Flex working available)
Carrying out fund, product and provider research
Obtaining Illustrations and quotations
Liaising with consultants to provide high quality advice to meet the needs of our clients
Writing suitability reports which will cover investment, protection, estate planning, inheritance tax, pension accumulation and pension decumulation planning
Keeping abreast of industry and regulatory changes to ensure that all output is robust and compliant

The Person:

Must hold paraplanning experience and be working in the private client advice space currently, ideally within a WOM environment but tied advice backgrounds are also of interest.

Part Qualified Diploma (minimum)
Highly organised and technically astute across the private wealth advice space inclusive of investment, pensions, protection and IHT planning advice