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 based
Package: £34-37k base DOE + bonus & full company benefits
* Benefits: Standard contributory pension, death in service plus medical/healthcare scheme
* Holidays: 25 days holiday + stats
* Working week: 35hrs p/w
The 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) position
* suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
* relevant and accurate documentation at each stage of the process
* and maintaining cashflow analysis
* and participating in client meetings with the adviser
* with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The 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 qualified
* 2 years + experience in a paraplanning role
* Exposure to investments, pensions and protection casework
What 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