Paraplanner

The Company: Regional IFA firm based in North Leeds who are looking to recruit a Paraplanner in support of two Financial Planners. Currently a 5-adviser strong firm and looking to expand as we head through 2023.

• Office Location: Moortown, North Leeds
• Hybrid Working: Yes - 3-days office/2-days WFH

Package: £35-40k base DOE + bonus and full company benefits

• Benefits: Pension, 4xDIS, full study support and 23-days holiday + stats
• Bonus: Discretionary - Paid annually

The Role: The role day to day is a pure paraplanning role providing analysis, detailed research of funds and providers, product recommendations and suitability report production for HNW private clientele on a 1 to 1 support basis. You will:

• Produce accurate, compliant client reports within agreed timescales.
• Assist in the production of client portfolio reviews.
• Provide response to client technical queries.
• Produce client cash flow models
• Assist with updating the firms preferred provider panels involving the ongoing monitoring of recommended structures and providers.
• 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.

The Person: Will suit an experienced Paraplanner who is QCF level 4 Diploma qualified (PQ candidates with hands-on, practical paraplanning experience are also encouraged to apply), and have wide-ranging knowledge across the private wealth product spectrum. Any cashflow modelling experience via Prestwood (or other tools) would be a distinct advantage, along with an exposure to client-facing meetings alongside an adviser at initial fact-find and/or review stage.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk