Paraplanner

Oak Private Wealth; Remote; GBP 40,000 - 65,000; Full time

Job summary

A chartered financial advisory firm is seeking a Paraplanner to join their supportive team. This remote role involves leading paraplanning functions and ensuring high-quality client communications. Candidates should have Level 4 status and experience using relevant financial software. The company promises competitive salary and benefits, with an emphasis on professional development and adapting to employee needs. Quarterly office meetings in London will be required.

Benefits

Competitive salary benchmarking

Training and development opportunities

Flexible working hours

Qualifications

• Hold at least level 4 status and ideally seek further qualifications.
• Experience with relevant software and ability to lead paraplanning functions.

Responsibilities

• Streamline paraplanning processes for client correspondence.
• Lead the paraplanning part of the business.

Skills

Experience with Intelligent Office

Knowledge of FE Analytics

Proficiency in cashflow software

Education

Level 4 status in financial planning

Job description

Paraplanner

Salary Range: £40K-£65K pa

Location: working from home

Working days/ hours: flexible depending on the candidate

An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help us meet the ongoing advice needs of our clients.

In the words of TRAP, we are one of those few 'full-fat financial planning firms' offering a combination of great unencumbered advice with a highly personalised client service.

Our existing paraplanner has needed to step back her days, so we have a need for your expert help.

We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has proved chastening.

We would like you to streamline the boring bits and deliver the kind of letters that clients actually want to receive.

We have an office in the city of London for client meetings, but we are cloud-based and so all of the team works from home. In your role, you would only need to attend the office for quarterly team meetings.

Required Experience

• Hold at least level 4 status and ideally be looking to keep going.
• Have experience of using Intelligent Office, FE Analytics & cashflow software.
• We are looking for someone to lead this part of our business, so either experience of this and/or evidence to suggest that you can.

In return we'll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.