Paraplanner

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

Job summary

A Chartered Financial Advice firm in London is seeking a Paraplanner to join their dynamic team. This flexible, work-from-home role requires strong leadership and expertise in financial planning software. The ideal candidate will hold level 4 status and have experience in streamlining paraplanning processes. The company prioritizes ongoing training and competitive salary benchmarks, ensuring you are valued and supported in your role.

Benefits

Competitive salary

Flexible working hours

Comprehensive training

Qualifications

• Hold at least level 4 status and ideally looking for further qualifications.
• Demonstrated ability or experience in leading paraplanning tasks.
• Experience in using Intelligent Office and related financial planning software.

Responsibilities

• Streamline tasks and deliver quality paraplanning services.
• Lead the paraplanning function within the firm.
• Attend quarterly team meetings as needed.

Skills

Level 4 status

Experience with Intelligent Office

Experience with FE Analytics

Experience with cashflow software

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 helps 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 personalized 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 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.

Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.