- Location:Guiseley, North Leeds
- Working: 100% office based
- Benefits: Standard contributory pension, death in service plus medical/healthcare scheme
- Holidays: 25 days holiday + stats
- Working week: 35hrs p/w
- of existing portfolio and undertaking research to obtain suitable solutions in the market which can improve the client(s) position
- suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
- relevant and accurate documentation at each stage of the process
- and maintaining cashflow analysis
- and participating in client meetings with the adviser
- with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
- Part-Qualified Diploma minimum, ideally QCF Level 4 qualified
- 2 years + experience in a paraplanning role
- Exposure to investments, pensions and protection casework
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Paraplanner - Guiseley, United Kingdom - CB3 Associates Ltd
Description
The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:
Package: £34-37k base DOE + bonus & full company benefits
The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:
The Person: Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA's/financial planners:
What next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris |