Senior Paraplanner - CB3 Associates Ltd : Job Details

The Company: A trusted independent financial advisory firm based in North Leeds who are dedicated to helping individuals and businesses build, manage and protect their wealth. The firm’s continued expansion plans across 2025 means a Senior Paraplanner hire is next on the agenda, with the board looking to attract an industry experienced, technically astute paraplanner to their already established adviser support team. As part of a nationally recognised business offering with multiple offices across the North, this is a superb opportunity for someone to build a career with one of the market leading advice firms in the Leeds area.

Office Location: North Leeds

• Hybrid/Home Working: Yes - 3-days offices, 2-days WFH

Salary/Package: £45-50k DOE + attractive bonus & full company benefits

• Benefits: 8%Pension, 4xDIS & Private Medical Cover alongside a full company benefits package
• Holidays: 25-day holiday + stats rising to 30-days through years of service

The Role: You will provide technical paraplanning expertise to private wealth focused financial planners focusing on high-level investments, pensions and life planning advice. Duties include:

• Liaise with product providers, examine policy information, and obtain client specific illustrations and comparisons to support the analysis of data for client asset reviews.
• Undertake research both independently and with the Planner to identify suitable solutions to meet the client’s needs.
• Produce clear, compliant, and technically accurate recommendation reports.
• Completion of pension, investment, and tax calculations as appropriate.
• Assist with the completion of annual platform and product due diligence as directed by the
• Investment Committee.
• Work closely with the Client Services Team and Financial Planners to deliver a seamless, end to end service for Clients.
• Develop good working relationships with product providers, technology suppliers, team members, Clients and Advisers.

The Person: You must be QCF level 4 Diploma qualified (minimum) and ideally be heading towards Chartered. You will also bring a demonstrable track record of managing paraplanning workloads for high performing financial advisers and HNW private wealth clientele. You will:

• Hold 5+ years’ experience within paraplanning and/or technical support

• Bring a strong understanding of financial products, regulations, and market dynamics.
• Have a background in conducting thorough product research to provide suitable recommendations

• Have experience in effectively answering technical queries

What next? Please send CV applications to Chris at CB3 Associates Ltd to be reviewed inside 24 hours. For further opportunities that might suit you, please visit the website: www.cb3associates.co.uk