The Company: An expanding Independent Financial Planning practice based in Leeds and looking to recruit a Paraplanner coming from a private wealth advice background. An ambitious firm currently looking to grow both organically and through acquisition.Location: Central LeedsWorking: Yes – 4 days office | 1 day WFH Package: £32-40k base DOE + bonus and full company benefits (below):25 days holiday plus stats, 5% pension, 4xDIS plus a flexible benefits packageThe Role: A 1-to-1 paraplanning role/remit working across complex private wealth advice and caseloads in supporting of a high-performing Chartered Financial Planner. Duties include:of existing investment and insurance provision to ensure that the client is getting good value for money for their existing insurance and good performance for their investmentsresearch 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: Paraplanning experience a necessity coupled with exposure to supporting IFA’s/financial advisers in a full research/report writing capacity:QCF level 4 Diploma qualified, with part-qualified candidates also consideredTechnical knowledge and awareness across investments and pensions adviceAbility to use technical financial planning tools and ideally have some experience of software platforms such as: Intelligent Office, Voyant, Genovo, FE Analytics, i-Pipeline and Dynamic PlannerWhat 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