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 LeedsWorking Setup: Hybrid - 3-days office and 2-days WFH Hours: Full-time or part-time hours consideredPackage: £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 + statsStandard 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 requirementsConduct whole-of-market research on pensions, investments, protection, tax planning, and retirement strategies using tools such as Adviser Asset, FE Analytics, and AssurewebAnalyse client fact finds and develop appropriate financial planning strategiesSupport advisers with complex case preparation and technical queriesReview existing client portfolios and produce analysis reportsPrepare cashflow models and financial ..... full job details .....