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    Paraplanner - Leeds, United Kingdom - CB3 Associates Ltd

    CB3 Associates Ltd
    CB3 Associates Ltd Leeds, United Kingdom

    4 days ago

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    Description

    Job Description

    The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.

    • Location: Central Leeds
    • Working: Yes – 4 days office | 1 day WFH

    Package: £32-40k base DOE + bonus and full company benefits (below):

    • 25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits package

    The Role: A 1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. Duties include:

    • of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investments
    • 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

    The Person: Paraplanning experience a necessity coupled with exposure to supporting IFA's/financial advisers in a full research/report writing capacity:

    • QCF level 4 Diploma qualified, with part-qualified candidates also considered
    • Technical knowledge and awareness across investments and pensions advice
    • Ability to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic Planner

    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 |

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