Senior Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description

The Company:
Highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice. Currently recruiting an experienced Paraplanner into their expanding technical support team.

-
Office Location: Central Leeds

-
Hybrid/Home Working: Yes - 3-days office, 2 days WFH


Package:
£35-40k base DOE + bonus and full company benefits
-
Benefits:24 days holiday plus stats, pension, 4xDIS on top of a full company benefits package

-
Bonus: Discretionary


The Role:
A pure paraplanning role working specifically alongside 2 high performing financial advisers and investment managers


Duties include:

  • Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
  • Provide response to client technical queries.
  • Produce client cash flow models.
  • Assist with updating with the firms preferred provider panels
  • This will involve the ongoing monitoring of recommended structures and providers.
  • Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
  • Assist in the training to other members of staff on all areas of advice
  • Produce technical bulletins to be sent to clients and introducers when appropriate.
  • QCF level 4 Diploma qualified (minimum)
  • Cashflow modelling exposure
  • Prior involvement in an investment committee (Desirable)


Will suit someone driven by the technical side f advice construction and is keen on working within a highly professional, complex-case focused private wealth advice environment.


More jobs from CB3 Associates Ltd