Paraplanner

The Company: A relaxed, family-feel IFA business looking to bring in an experienced Paraplanner following a recent expansion to their advisory team up in Ilkley, North Leeds. Sitting as a circa 15-man firm currently with further plans to expand across the next 5 years, this is a really progressive opportunity suited to a technically astute Paraplanner/Financial Analyst:

Office Location: Ilkley, North Leeds

Working Setup: Hybrid – 3-days office & 2-days WFH

Hours: Full-time or part-time hours considered

Package: £35-40k base DOE + annual bonus and full company benefits

Benefits: Discretionary bonus and full benefits package inclusive of pension, DIS etc as well as study support to Diploma/Chartered

Holidays: 24-days + stats

Standard hours: 9am-5pm (Flexible working available)

The Role: A technically challenging Paraplanning role/remit providing key research/report writing support to multiple high performing private wealth biased financial advisers: Key accountabilities include:

Prepare suitability reports and recommendation letters in line with FCA requirements

Conduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and Assureweb

Analyse client fact finds and develop appropriate financial planning strategies

Support advisers with complex case preparation and technical queries

Review existing client portfolios and produce analysis reports

Prepare cashflow models and financial planning projections (e.g. Timeline)

Assist with investment portfolio construction where required

Gather and assess client and provider data (e.g. Aviva, Transact, AJ Bell)

Maintain accurate client records using Intelliflo and ensure timely updates

Ensure all advice documentation is FCA-compliant and technically accurate

Support file checking and ongoing compliance processes

Monitor regulatory and product changes affecting client advice

Work closely with advisers to develop and implement suitable recommendations

The Person: Whole of market IFA business environment experience is preferred with QCF Level 4 Diploma qualifications (or working towards) and case exposure inclusive of more complex investments, IHT planning and trust work also required. It’s a role and opportunity that will suit someone looking for a relaxed office environment and a less-pressured, non-KPI focused working setup; but is motivated to stay involved in the technical work day to day.

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.