Job Title

Senior Paraplanner

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Job Description

The Company: As a result of continued growth, a new opportunity has arisen for an experienced Paraplanner to join the Wealth Management division of a highly successful Chartered IFA firm based in the Ilkley area of North Leeds. The wealth planning arm of the business, and more specifically the technical team is expanding as practicing adviser heads have increased over the last 6/12 months to 3 now, with growth plans over the next 2/3 years so the role would support multiple advisers in a challenging technical paraplanning role.

The Role: Working within an established successful team you will support 3 experienced Advisers in areas of High Net Worth including complex pensions and investments work. In addition to report writing you will support the Advisers in the advice process. You will be expected to research and analyse products that are appropriate to the clients’ circumstances, prepare detailed reports, and assist the Financial Planners in establishing new client relationships. As such, this will include an element of client facing interaction as a consultative paraplanning support option to the financial planning team. A good working knowledge of IRESS Adviser Office would be advantageous as this system is used within the business, as well as Standard Life, Cofunds, Transact and Aviva wrap platforms.

Benefits:

• Pension Scheme – Employer contribution 5% of salary provided Employee pays 3% (gross)
• Death in Service cover – 3 times basic salary
• 25 days holidays + bank holidays
• Regular social events
• Structured personal development
• Free on-site parking
• Discretionary bonus

The Person: You will already be QCF Diploma level 4 qualified and be looking to progress further, in addition to having previous experience of working within an IFA/wealth management environment in support of financial advisers. You will benefit from working for a professional, reputable and recognised Chartered IFA firm that will encourage you to learn new areas of wealth management and set challenging casework day to day, to suit an analytical mind. You will also be supported with further training and qualifications, alongside the opportunity to carve yourself a long-term, rewarding career within the business.

What next? To apply now please follow the link attached to send an up to date CV. If you have further questions on the above please feel free to call Chris on 07891479277 or email chris@cb3associates.co.uk to explore in more detail.

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