Full-Time Remote Paraplanner

We're seeking a talented Paraplanner to join our Central support team. You'll provide support to Financial Planners, ensuring a positive client experience. Your role includes supporting financial planners with client meetings (cashflow presentation, technical responses).

Key Responsibilities:

• Prepare suitability reports across various advice types.
• Support financial planners during client meetings (cashflow, technical support).
• Conduct necessary technical research.
• Maintain accurate and up-to-date client KYC information.
• Ensure high-quality, efficient client advice, mitigating risks and achieving targets.
• Communicate effectively with Financial Planners.
• Manage processes, tasks, and comply with FCA guidelines.

Requirements:

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

Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role-dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Diversity, equity, and inclusion initiatives

What is the last date for applying to the job?

Which countries are accepted for this remote job?