https://jobs.co.uk/job/senior-paraplanner-remote-cb3-associates-ltd--c81ffb31-342e-414e-84a0-73356aacc263 RSS feed for Senior Paraplanner - Remote at CB3 Associates Ltd. en-gb Sat, 27 Jun 2026 19:10:47 GMT https://jobs.co.uk/job/senior-paraplanner-remote-cb3-associates-ltd--c81ffb31-342e-414e-84a0-73356aacc263 https://jobs.co.uk/job/senior-paraplanner-remote-cb3-associates-ltd--c81ffb31-342e-414e-84a0-73356aacc263 Sat, 27 Jun 2026 11:51:46 GMT Location: York | Salary: 52000.00-52000.00 Annual | Type: Permanent | The Company: A highly reputable, growing IFA business with offices across the country are currently recruiting an industry experienced Senior (and ideally Chartered) Paraplanner to add to their expanding, remote-based technical team. This role/remit will suit a well-qualified, career Paraplanner who has experience working in a small, family-feel IFA setup and is looking for a flexible, home-based opportunity that remains hands on across a broad range of technical work.Head Office Location: YorkWorking Setup: Remote/Home-basedPackage: £52-60k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: To succeed in this role, you will have day to day responsibility for clients and will be expected to provide 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 ... Permanent