CB3 Associates Ltd
York, UK
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: York Working Setup: Remote/Home-based Package: £52-60k base DOE + bonus and company benefits Bonus: Discretionary - Paid annually Holidays: 25-days + stats The 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 & CGT planning Investment planning and retirement planning Estate...