Full-Time Remote Paraplanner

We're seeking a talented individual for our Central support Paraplanning team to support Financial Planners and ensure a positive client experience. You'll support client meetings, presenting cash flow, and responding to technical matters.

Responsibilities:

1. Prepare suitability reports across various advice types, products, and investment solutions.
2. Support financial planners with client meetings, including cash flow presentations and technical responses.
3. Conduct necessary technical research.
4. Ensure client records maintain accurate and up-to-date KYC information for suitability.
5. Ensure high-quality and efficient client advice preparation, mitigating risks and assisting with business targets.
6. Communicate effectively with financial planners to manage delivery dates.
7. Manage processes, tasks, and comply with FCA guidelines.

Qualifications:

• Qualified within Financial Planning (CII Level 4 or above).
• Demonstrable paraplanning experience with strong technical knowledge.
• Proven track record in delivering written financial advice.
• Experience in completing suitability reports and product research/analysis.
• Strong knowledge of financial products.
• Excellent organization, prioritization, communication, and stakeholder management skills.
• Strong literacy, numerical, and analytical skills.

What is the last date for applying to the job?

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