Trainee Paraplanner
Leeds
The Company: A highly regarded IFA business with a presence across the breadth of Northern England looking to add a Financial Planning Assistant/Trainee Paraplanner to their Central Leeds office. A truly independent, private wealth focused financial advice firm offering an opportunity to develop into paraplanning work:
Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Package: £26-28k base DOE + bonus and full company benefits
Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
Bonus: Discretionary - Paid annually
The Role: A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and suitability report writing/paraplanning to support the planners with advice compilation: Duties include:
Providing relevant documentation ahead of client meetings
Obtaining relevant research relating to proposed advice
Compiling suitability letters based on the advice being given
Processing new business
Responding to client queries
Maintaining client records on XPlan
Liaising with Life offices and providers
Ensuring the administrative requirements are completed for the Client Review Process
Contribute to new business development and proactively maintain a high level of client service
The Person: An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment:
Required: Administration experience in an IFA/wealth management firm
Required: Part-qualified Diploma (minimum) and studying towards
Preferred: Paraplanning & suitability report compilation experience - Although training will be given
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:
Website: www.cb3associates.co.uk