Back to search
The Company: A highly ambitious and growing IFA firm based in Central Leeds who are looking to bring a Senior Paraplanner into their technical team as they continue to expand their ever-developing advice offering. Established over 10-years ago the firm specialises in providing straightforward, remote financial advice to individuals and their families. Their services encompass a wide range of financial planning areas, including investments, retirement planning, and family protection focusing on the advice model of easy access, convenience and simplicity.
Office Location: Central Leeds
- Hybrid/Home Working: Yes - Fully flexible
Salary/Package: £40-50k DOE + attractive bonus & full company benefits
- Benefits: 5%Pension, 4xDIS & Private Medical Cover alongside a full company benefits package
- Holidays: 25-day holiday + stats rising to 30-days through years of service
The Role: You will provide technical paraplanning expertise to a private wealth focused financial planners and a bank of high-net worth clientele. You will play a critical role in the compilation of advice in a consultative, right-hand man type remit. Duties include:
- Research and Recommendation: Analyse gathered information and conduct thorough research to formulate suitable recommendations for clients.
- Suitability Report Writing: Create high quality suitability reports in a timely manner and to a highly professional standard.
- Problem Resolution: Address operational challenges promptly, providing solutions, and fostering a proactive problem-solving environment.
- Staying Informed: Keep abreast of new product, technical, and legislative changes within the marketplace to ensure up-to-date knowledge.
- Documentation Accuracy: Complete all supporting documentation with precision and accuracy.
- Performance Standards: Maintain performance standards in accordance with those outlined in the Key Performance Indicators.
- Mentorship and Training: Provide mentorship and training to the Paraplanning Team, contributing to the development of their skills and knowledge.
The Person: You must be QCF level 4 Diploma qualified and have a demonstrable track record of managing paraplanning workloads for high performing financial advisers and wealth managers. You will:
- Hold substantial experience (minimum 4/5 years) in paraplanning with a particular focus on supporting pensions accumulation and decumulation advice.
- Bring a strong understanding of financial products, regulations, and market dynamics.
- Have a background in conducting thorough research and analysis to make suitable recommendations based on client needs and market conditions.
- Have experience in effectively answering technical queries and being a POC for clients
What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk
