Senior Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Leeds, United Kingdom

1 week ago

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.

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Office Location: Central Leeds

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

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

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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.