Job Title

Paraplanner

  • Position:
  • Salary: £35000 - £40000 + WFH flex, attractive bonus, study support and full company benefits
  • Location: , ,
  • Job ID: 02697
  • Applications: 0
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Job Description

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? Follow the link attached to send an up-to-date CV. Further questions? Feel free to get in touch directly on the details below: Chris – 07891479277 | chris@cb3associates.co.uk

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