Paraplanner

The Company: A nationally recognised wealth management firm who are South Leeds based and are looking to add a Paraplanner to their highly experienced team. It’s a brilliant opportunity to join a market leading firm who have significant growth plans across the next 2/3 years, where you will be supported to build a long-standing career within the business.

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• Office Location: South Leeds
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• Hybrid/Home Working: Yes – 3-days office & 2-days WFH
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Package: £35-40k DOE + discretionary bonus & benefits

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• Key Benefits: Pension, 4xDIS + Medical Cashback Plan
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• Holidays: 26-days holiday + stats
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The Role: A technical Paraplanner rolesupporting multiple Financial Planners from a research & suitability report writing perspective:

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• Provide a comprehensive support service to the advisers, liaising with product providers, third parties and colleagues.
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• Working closely with administrators to ensure new business is submitted and followed through to completion.
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• Pre-check of adviser files log to ensure no inconsistencies, compliance or advice errors.
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• Collation and production of accurate information and research material to support the recommendation
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• Research of pensions, funds, investments, protection, annuity and IHT Products. Cashflow Modelling using Cashcalc.
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• Prepare suitability letters, applications and supporting documentation.
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• Consider current and future tax implications of any advice given
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The Person: The successful candidate must come from an IFA/wealth management/investments management background and have exposure to technical work inclusive of private wealth focused product research and suitability report work:

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• Fully qualified and part-qualified Diploma candidates will be considered, with practical paraplanning experience required
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What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.