The Company: A relaxed, family-feel IFA business looking to bring in an experienced Paraplanner following a recent expansion to their advisory team up in Ilkley, North Leeds. Sitting as a circa 15-man firm currently with further plans to expand across the next 5 years, this is a really progressive opportunity suited to a technically astute Paraplanner/Financial Analyst:

• Office Location: Ilkley, North Leeds
• Working Setup: Hybrid – 3-days office & 2-days WFH
• Hours: Full-time or Part-time hours considered

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

• Benefits: Discretionary bonus and full benefits package inclusive of pension, DIS etc as well as study support to Diploma/Chartered
• Holidays: 24-days + stats
• Standard hours: 9am-5pm (Flexible working available)

The Role: A technically challenging Paraplanning role/remit providing key research/report writing support to multiple high performing private wealth biased financial advisers: Key accountabilities include:

• Prepare suitability reports and recommendation letters in line with FCA requirements
• Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb
• Analyse client fact finds and develop appropriate financial planning strategies
• Support advisers with complex case preparation and technical queries
• Review existing client portfolios and produce analysis reports
• Prepare cashflow models and financial planning projections (e.g. Timeline)
• Assist with investment portfolio construction where required
• Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell)
• Maintain accurate client records using Intelliflo and ensure timely updates
• Ensure all advice documentation is FCA-compliant and technically accurate
• Support file checking and ongoing compliance processes
• Monitor regulatory and product changes affecting client advice
• Work closely with advisers to develop and implement suitable recommendations

The Person: Whole of market IFA business environment experience is preferred with QCF Level 4 Diploma qualifications (or working towards) and case exposure inclusive of more complex investments, IHT planning and trust work also required. It’s a role and opportunity that will suit someone looking for a relaxed office environment and a less-pressured, non-KPI focused working setup; but is motivated to stay involved in the technical work day to day.

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 | www.cb3associates.co.uk