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CB3 Associates Ltd
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Leeds, West Yorkshire
Developing Paraplanner
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Job Type: Full-time |
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Salary: £24,000 per annum |
Overview
The Company: As a result of continued growth I am currently working on behalf of a highly successful, nationally renowned IFA firm based in Central Leeds who are looking to add a Developing Paraplanner to their technical support team. Hubbed in Leeds with strong transport links via the train and bus routes you will be joining an expanding firm who model themselves on providing professional, independent, whole of market financial advice with high quality service and support to all clientele. The Role: The role will involve working on complex and diverse caseloads in support of multiple adviser working nationwide. You be will be required to perform the following duties: Assess new business submitted based on information presented by the adviser and record new cases in the virtual administration service recording system. Assess new business based on fact find and adviser information. Liaise with advisers to obtain accurate information to complete cases. Produce suitability letter. Present case provide feedback to individual advisers. Maintain and update the virtual administration service recording system. Implement the research support provided by third party researchers Undertake whole of market product research as required by the business. Answer general Compliance, financial planning, technical, product and T&C related queries. Develop technical knowledge as agreed with Director of Regulation to support further development of self and team. The Person: You will already be working towards your QCF level 4 Diploma in Financial Planning and be looking to further your career within a paraplanning environment. The opportunity to progress down technical routes whether that be paraplanning and/or file review will be apparent across the medium-term. Essentially the role will suit a developing paraplanner who has some experience to technical research within a private wealth space; and has some exposure to compiling suitability reports previously. 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