Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

CB3 Associates Ltd
Job LocationGuiseley
EducationNot Mentioned
Salary£34,000 - £37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The Company: Extremely well-respected, client-centric focused IFA firm based in North Leeds looking to add a Paraplanner to their adviser support team:

  • Office Location: Guiseley, North Leeds
  • Hybrid/Home Working: 100% office based
Package: £34-37k base DOE + bonus & full company benefits
  • Benefits: Standard contributory pension, death in service plus medical/healthcare scheme
  • Holidays: 25 days holiday + stats
  • Working week: 35hrs p/w
The Role: A broad, private wealth focused Paraplanning role geared around supporting multiple high performing financial advisers working in HNW circles:
  • Analysis of existing portfolio and undertaking research to obtain suitable solutions in the market which can improve the client(s) position
  • Preparing suitability reports to reflect the client(s) current standing and recommending appropriate changes to meet their objectives
  • Producing relevant and accurate documentation at each stage of the process
  • Building and maintaining cashflow analysis
  • Attending and participating in client meetings with the adviser
  • Liaising with the Financial Services Administrator regarding letters of authority, obtaining illustrations, updating client records etc
The Person: Will ideally come from an IFA/wealth management background and have paraplanning exposure supporting IFA’s/financial planners:
  • Required: Part-Qualified Diploma minimum, ideally QCF Level 4 qualified
  • Required: 2 years + experience in a paraplanning role
  • Required: Exposure to investments, pensions and protection casework
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: www.cb3associates.co.uk

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved