Senior Paraplanner

CB3 Associates Ltd
Leeds, UK
16 Oct 2019
30 Oct 2019
Contract Type
Full Time
The Company: I am currently working on behalf of a very well-established compliance network based in North Leeds who are looking to recruit an experienced Paraplanner into their technical team on a permanent basis. The team itself currently stands at 7, and this hire is an additional head to cater for increased workload coming into the group with a bis towards their pensions space. As one of the UK's largest and most financially robust adviser support groups, providing award-winning support to appointed representatives and directly authorised firms they offer a superb business environment to industry professionals looking for their next home.

The Role: The role itself is a pure paraplanning role support multiple advisers and network members. Standard duties & responsibilities include:
  • To manage both client & partner relationships from initial referral through to completion
  • To ensure all workflow is documented on internal systems and that there is a clear audit trail of work completed.
  • To meet internal quality and productivity targets.
  • To managed caseloads effectively to ensure cases stay within agreed Service Levels.
  • To ensure case assessment and review of data gathered information in a timely manner from both members and providers.
  • To ensure all systems and case notes are updated to allow clients to be updated with progress and a clear audit trail is available.
  • To provide an initial review (pre-acceptance) of cases submitted to paraplanning to determine outstanding information and data gathering requirements.
  • To agree pricing on individual cases based on an evaluation of the case in line with pricing model.
  • To research new products and services providing a recommended route with well documented rationale using available tools and support.
  • To provide timely, compliant client reports to the members
  • To promote the services of the team to both our internal and external customers.
  • To analyse existing plans/schemes and produce comparisons with alternative options.

Benefits: Access to a flexible benefits platform including Perkbox. 25 days holiday as standard (and the option to buy or sell). Company-funded pension, income protection and life cover; Free mortgage and general insurance advice.

The Person: The successful candidate will ideally be QCF level 4 Diploma qualified with any pension transfer experience, or AF3/AF7 qualifications a significant bonus. You will have previous experience of working within the at-retirement space from a paraplanning support perspective and have some previous pensions transfer caseload experience.

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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