https://jobs.co.uk/job/senior-paraplanner-cb3-associates-ltd--43877940-63ad-4adf-a62c-b3fd0b2bab50 RSS feed for Senior Paraplanner at CB3 Associates Ltd. en-gb Wed, 22 Jul 2026 16:17:22 GMT https://jobs.co.uk/job/senior-paraplanner-cb3-associates-ltd--43877940-63ad-4adf-a62c-b3fd0b2bab50 https://jobs.co.uk/job/senior-paraplanner-cb3-associates-ltd--43877940-63ad-4adf-a62c-b3fd0b2bab50 Wed, 22 Jul 2026 11:52:17 GMT Location: Selby | Salary: 47000.00-47000.00 Annual | Type: Permanent | The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis. Head Office Location: YorkWorking Setup: Remote/Home-basedPackage: £45-50k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include:Tax Planning: ISA and pension contributions and CGT planningInvestment planning and retirement planningEstate planningTo achieve this, you will:Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client''s financial needs and objectives.Compile suitability reportsUndertake support duties t... Permanent