The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:Location:Guiseley, North Leeds Working: 100% office basedPackage: £34-37k base DOE + bonus & full company benefitsBenefits: Standard contributory pension, death in service plus medical/healthcare scheme Holidays: 25 days holiday + statsWorking week: 35hrs p/wThe Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:of existing portfolio and undertaking research to obtain suitable solutions in the market which can improve the client(s) positionsuitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectivesrelevant and accurate documentation at each stage of the processand maintaining cashflow analysisand participating in client meetings with the adviserwith the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etcThe Person: Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA’s/financial planners:Part-Qualified Diploma minimum, ideally QCF Level 4 qualified2 years + experience in a paraplanning roleExposure to investments, pensions and protection caseworkWhat next? Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris - 07891479277 | chris@cb3associates.co.uk