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The Company: A highly reputable IFA business based in Central Leeds who sit at the forefront of UHNW private client advice who are looking to recruit an industry experienced Paraplanner into their expanding adviser support team. This is a perfect career opportunity for someone who holds aspirations of working for a ‘best in class’ firm in the Leeds area taking on a technically challenging, highly analytical paraplanning remit.
- Office Location: Central Leeds
- Working Setup: Hybrid - 3-days office & 2 days WFH
Package: £35-45k base DOE bonus and full company benefits
- Key Benefits: 5% pension, 4x DIS, Vitality healthcare, PMI full study support to Chartered
- Bonus: Discretionary – Paid annually
- Holidays: 24-days stats
The Role: A focused paraplanning role working alongside 3 high performing financial planners and investment managers in a technical support capacity. Duties include:
- Produce accurate, compliant client reports within agreed timescales and assist in the production of client portfolio reviews.
- Provide response to client technical queries.
- Produce client cash flow models.
- Assist with updating with the firms preferred provider panels - This will involve the ongoing monitoring of recommended structures and providers.
- Together with other members of the Technical Unit, update standard report/RWLs, standard paragraphs and tools for all areas of advice.
- 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: You will come from a wealth management background and hold 2-years’ hands-on, practical experience of supporting financial advisers/planners from a research and suitability report writing perspective. Are you:
- Looking for a long-term career move into a high-calibre firm?
- Investments caseload biased career to date?
- Keen on taking on a pure paraplanning that offer development opportunities and caseload experience at the top-end of the advice scale?
What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.
