The Company: A nationally recognised wealth management firm who are West 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.

• Office Location: Wortley, West Leeds
• Hybrid/Home Working: Yes – 3-days office & 2-days WFH

Package: £35-40k DOE + discretionary bonus & benefits

• Key Benefits: Pension, 4xDIS + Medical Cashback Plan
• Holidays: 26-days holiday + stats

The Role: A technical Paraplanner role supporting multiple Financial Planners from a research & suitability report writing perspective:

• Provide a comprehensive support service to the advisers, liaising with product providers, third parties and colleagues.
• Working closely with administrators to ensure new business is submitted and followed through to completion.
• Pre-check of adviser files log to ensure no inconsistencies, compliance or advice errors.
• Collation and production of accurate information and research material to support the recommendation
• Research of pensions, funds, investments, protection, annuity and IHT Products. Cashflow Modelling using Cashcalc.
• Prepare suitability letters, applications and supporting documentation.
• Consider current and future tax implications of any advice given

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:

• Fully qualified and part-qualified Diploma candidates will be considered, with practical paraplanning experience required

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