Fully Remote Paraplanner – £35k-£40k + Study Support

Recruitment Solutions (Folkestone) Ltd; Manchester; Remote; GBP 35,000 - 40,000; Full time

Job summary

A well-established Chartered Independent Financial Practice is seeking an experienced Remote Paraplanner. You will provide essential Paraplanning support and engage in comprehensive financial planning from home. The role requires a minimum Level 4 Diploma and experience in a Wealth Management firm. This opportunity offers a competitive salary of £35,000 to £40,000, 25 days holiday, pension contributions, and ongoing study support.

Benefits

25 days holiday plus bank holidays

Pension Contribution

Various incentives and bonus

Ongoing study support and support with exams

Qualifications

• Minimum Level 4 Diploma is required.
• Experience as a Paraplanner in an IFA / Wealth Management firm.

Responsibilities

• Provide Paraplanning support around Tax Planning cases.
• Assist with Pension Technical Cases and Investment Products.
• Engage in Cash Flow Modelling and holistic financial planning.

Skills

Paraplanning

Excellent communication skills

Organisational skills

Analytical skills

Education

Level 4 Diploma

Job description

A well-established Chartered Independent Financial Practice is seeking an experienced Remote Paraplanner. You will provide essential Paraplanning support and engage in comprehensive financial planning from home. The role requires a minimum Level 4 Diploma and experience in a Wealth Management firm. This opportunity offers a competitive salary of £35,000 to £40,000, 25 days holiday, pension contributions, and ongoing study support.