https://jobs.co.uk/job/paraplanner-cb3-associates-ltd--c24014b1-cda3-4870-83df-8521d387739f RSS feed for Paraplanner at CB3 Associates Ltd. en-gb Sun, 28 Jun 2026 14:36:32 GMT https://jobs.co.uk/job/paraplanner-cb3-associates-ltd--c24014b1-cda3-4870-83df-8521d387739f https://jobs.co.uk/job/paraplanner-cb3-associates-ltd--c24014b1-cda3-4870-83df-8521d387739f Sat, 27 Jun 2026 11:52:02 GMT Location: Barnsley | Salary: 37000.00-37000.00 Annual | Type: Permanent | The Company: A superb Paraplanner opportunity working for a high-calibre IFA firm based in Barnsley who are looking for someone technically minded that can take on complex-case, private wealth focus research and report writing work. Motivated by working in a relaxed, family-feel type office where there is less pressure on KPI''s and more focus on quality of work/service to the client? Get in touch asap to explore this one further:Office Location: BarnsleyWorking Setup: Hybrid - 4-days office and 1-day WFHPackage: £37-40k base + bonus and full company benefitsBenefits: Pension, DIS + Westfield Health SchemeHolidays: 25-days + statsThe Role: To provide technical paraplanning expertise to private wealth focused financial planners focusing on 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, ... Permanent