Paraplanner (Home-based)

CB3 Associates Ltd
Leeds, UK
12 Jul 2019
29 Jul 2019
Contract Type
Full Time
The Company:I am currently working on behalf of a nationally renowned wealth management firm based in Central Leeds who are looking to recruit a Home-based Paraplanner, with the ideal split being 4 days from home and 1 day in their Leeds city centre office as an office presence. As a growing financial planning business housing over £350m FUM, staffing around 20 people in total and plans to expand across the next 2/3 years, they offer a superb working environment and ultimately a great opportunity for an experienced Paraplanner looking for some flexibility to work from home 3-4 days per week.

The Role: This is a Paraplanning role aimed at supporting advisers working in HNW circles (£1m+ portfolios in most cases), with a distinct bias towards private wealth workload including investments, pensions, IHT/tax planning, trust work and DB transfers. Duties & responsibilities include:
  • The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
  • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning
  • From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients' needs
  • Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information and background
  • Ensuring that all work is completed within the required timescales and to the standards required
  • Ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
  • Providing Paraplanning services to Financial Advisers within FCA Regulations

The Benefits: 24 days holiday + stats, 6% contributory pension, 4xDIS, Private Medical and full study support to Chartered level as well as a 15% annual bonus

The Person: You will be at least part-qualified Diploma, and working towards your QCF level 4 Diploma in Financial Planning as a minimum, and you must be technically proficient. Ideally coming with a full working knowledge of private wealth advice including Life, Personal Pensions and Investments as well as tax and trust exposure. This is very much an all-round technical paraplanning position supporting some very high-performing advisers in their complex-case work. The role will suit a Paraplanner looking for that work/life balance at this time in their career, and flexibility to work from home 3/4 days a week, whilst also being located within a commutable distance of their Leeds city centre site.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website below:


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