CB3 Associates Ltd
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.
- Office Location: South 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 rolesupporting 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? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
To apply for this job please visit www.reed.co.uk.
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