Senior Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd
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.
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