Paraplanner

Premier Jobs UK; England; Remote; GBP 42,000 - 48,000; Full time

Job summary

A well-respected Independent Financial Advice firm is seeking an experienced Paraplanner to join their team. Responsibilities include reviewing compliance documents, researching financial solutions, and drafting suitability reports. Candidates should have holistic experience, a Level 4 Diploma in Financial Planning, and a strong attention to detail. This role offers a salary of £42,000 - £48,000, along with benefits such as generous holiday allowance and pension contributions, with remote work options available.

Benefits

25 days holiday plus bank holidays

6% employer and 3% employee pension contribution

4x life assurance

Private Medical Insurance

Income protection and critical illness cover

Annual allowance for charity work

Qualifications

• Experience as a holistic Paraplanner supporting Financial Advisors.
• Ability to work towards SLA targets is beneficial.

Responsibilities

• Review factfinds and meeting notes for compliance.
• Research financial planning solutions.
• Draft suitability reports for Financial Advisor approval.
• Provide technical support to private clients.

Skills

Holistic experience

Attention to detail

Clear communication of complex information

Education

Level 4 Diploma in Financial Planning

Job description

Overview

This Paraplanner job is available within an award winning firm that truly cares about their team.

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include:

• Reviewing factfinds and meeting notes from their team of Financial Advisors to ensure they meet compliance guidelines
• Researching the whole of market and undertaking financial calculations to identify appropriate financial planning solutions
• Draft suitability reports, for final approval by the Financial Advisor
• Provide detailed technical support to ensure their private clients receive quality, compliant advice meeting their financial planning needs

This role has a holistic focus, whereby you will involved in a variety of products and advice needs, therefore our client is looking for individuals with holistic experience.

Paraplanner Requirements

• You must have experience as a holistic Paraplanner and used to supporting a team of Financial Advisors
• Paraplanners with experience of working towards SLA targets would be beneficial
• You should hold full Level 4 Diploma qualification in Financial Planning
• Must have strong attention to detail and able to explain complex information clearly

The Company

This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. This Independent Financial Advisory company was setup over a decade ago by a leading life and pensions provider. This firm has grown to approximately 190 employees across the country and has developed a substantial list of private clients and SME corporate clients who choose to use them for financial advice.

Paraplanner Benefits

• Salary of 42,000 - 48,000 dependent upon experience and qualifications
• Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more!
• Home based with once a fortnight / month visit to their office in Farnborough (or more often if you desire)
• Regular charity initiatives, including 1-day annual allowance for charity work
• Normal working hours

Locations

Remote based with once a fortnight / month visit to their office in Farnborough

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