CB3 Associates Ltd is seeking an experienced Paraplanner to join its Technical Unit in Leeds. The role focuses on producing high-quality reports, research and technical information across the full range of financial planning advice, working closely with Advisers to support clients and the firm’s proposition.
The successful candidate will have at least 3 years in a similar paraplanning role within financial services, with strong pensions experience and progress toward Advanced Diploma/Chartered
#J-18808-Ljbffr
Senior Paraplanner: Pensions, Research & Advice in Leeds employer: CB3 Associates Ltd
As a leading independent financial planning firm in Central Leeds, we pride ourselves on our collaborative and supportive work culture that empowers our employees to thrive. With a focus on professional development and a commitment to bespoke client service, we offer competitive salaries, generous holiday allowances, and excellent bonuses, making us an ideal employer for those seeking a rewarding career in private wealth management.
