Paraplanner

Redporth Limited; England; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading company in financial services is seeking a highly skilled Paraplanner to join their remote team. Candidates should have a strong background in research and report writing, along with proficiency in financial planning tools. This entry-level position demands a diploma in Financial Planning and offers a competitive day rate.

Qualifications

• Strong background in paraplanning including research and report writing.
• Proficiency with various financial planning tools.
• Ability to handle detailed calculations related to tax allowances and liabilities.

Responsibilities

• Conduct comprehensive research and create detailed reports for clients.
• Provide full recommendations considering relevant factors.
• Complete complex calculations such as annual allowance and Capital Gains Tax.

Skills

Research

Report Writing

Financial Planning Tools Proficiency

Analytical Skills

Education

Diploma Qualified (Level 4 in Financial Planning)

Tools

XPlan

IO

Selectapension

FE Analytics

Cashcalc

Job description

1 day ago Be among the first 25 applicants

Direct message the job poster from Redporth Limited

Resourcing & Operations Lead at Redporth Consultancy Ltd

Paraplanner

We are currently seeking a highly skilled Paraplanner to join our team immediately.

This role is entirely remote and requires a professional with a strong background in paraplanning, including research and report writing, and proficiency in various financial planning tools.

Key Responsibilities:

• Conduct comprehensive research and create detailed reports for pension switches, investment replacements, and inheritance tax (IHT) planning.
• Provide full recommendations for clients, considering all relevant factors.
• Complete complex calculations such as annual allowance, Capital Gains Tax (CGT), chargeable gains, and IHT as part of the planning process.
• Diploma Qualified (Level 4 in Financial Planning).
• Previous experience in paraplanning, including completing research and drafting reports.
• Proficiency with financial tools, including XPlan, IO, Selectapension, FE Analytics, and Cashcalc.
• Strong understanding of pensions, investments, and IHT planning.
• Ability to handle detailed calculations related to tax allowances, gains, and liabilities.

Competetive day rate on offer.

If you feel you meet the criteria please apply now!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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