Paraplanner

Cloudium Systems Limited; Leicester; Remote; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a Paraplanner to join their dynamic team. This remote role focuses on supporting consultants by providing high-quality technical and investment advice across various client needs. You'll collaborate closely with Directors and Senior Consultants, ensuring the delivery of exceptional wealth management services. The company values your professional development and offers flexible benefits tailored to your needs, alongside opportunities for social engagement and charitable activities. If you are passionate about finance and eager to make a difference, this role is the perfect opportunity for you.

Benefits

Group Pension

Life Assurance

Income Protection

Health Cash Plan

Qualifications

• Hold a Diploma in Regulated Financial Planning or relevant qualifications.
• Strong technical knowledge of financial products and compliance.

Responsibilities

• Support consultants with technical and investment advice.
• Prepare and review proposals, letters, and reports.
• Assist with delivery of cash management and tax products.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

Investment advice

Client service skills

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

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• We're Hiring: Paraplanner
• Remote Working
• Full-time | Permanent

We're currently on the lookout for a Paraplanner to join our growing team on a full-time, permanent basis. This is a remote role, meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.

The Role

Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports, your expertise will help ensure we continue providing outstanding client service.

What You'll Be Doing

Here's a snapshot of what your day-to-day might look like:

• Supporting consultants with technical and investment advice across all areas of wealth management
• Preparing, reviewing, and updating proposals, letters, and reports always keeping the clients' goals and risk profile front of mind
• Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions

What You'll Bring

• Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
• Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
• Solid understanding of current regulations, legislation, and compliance procedures
• This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required

What You'll Get in Return

We're committed to your personal and professional development and we don't just talk about career progression, we actively support it. On top of that, you'll get:

• Group Pension
• Life Assurance
• Income Protection
• Health Cash Plan

Our benefits are flexible too, so you can tailor them to suit your needs. Plus, there are loads of social and charity events to get involved in, so you'll be part of a company that gives back and has fun doing it.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Investment Advice