Paraplanner

Equals One Ltd; Remote; GBP 40,000 - 65,000; Full time

Job summary

A financial advice firm in London is seeking a Paraplanner to join their small team and lead all aspects of paraplanning. In this flexible remote role, you will streamline processes and deliver personalized client communications, engaging with clients and supporting an established client base. The right candidate should have level 4 qualifications, relevant software experience, and leadership skills. Competitive salary and annual benchmarking are provided. Occasional office attendance for team meetings is required.

Benefits

Annual salary benchmarking

Training and professional development

Flexible working arrangements

Qualifications

• Hold at least level 4 status and ideally be looking to keep going.
• Experience using Intelligent Office, FE Analytics & cashflow software.
• Proven leadership capabilities in paraplanning.

Responsibilities

• Help lead all aspects of paraplanning for clients.
• Streamline processes and deliver personalized client communications.
• Attend quarterly team meetings in London office.

Skills

Intelligent Office

FE Analytics

Cashflow software

Education

Level 4 qualification or higher

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.

INDHS

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.