Paraplanner

www.topfinancialjobs.co.uk - Jobboard; North East; Remote; GBP 30,000 - 40,000; Part time

Job summary

A leading company is looking for a detail-oriented paraplanner or financial administrator to join their growing team. This remote role offers flexible hours and the opportunity to support the Director's work. The ideal candidate will have proven experience in financial services and a strong understanding of the sector. Responsibilities include preparing client files, conducting research, and ensuring compliance. Join a friendly team culture with opportunities for growth and a competitive salary reflective of experience.

Benefits

Flexible working hours

Remote working

Competitive salary

Supportive team culture

Qualifications

• Proven experience in financial services, ideally in a paraplanning or admin role.
• Strong understanding of pensions, investments, and protection products.

Responsibilities

• Preparing and maintaining client files and financial plans.
• Research and analysis to support financial advice.
• Preparing suitability reports and recommendations.

Skills

Communication

Time Management

IT Skills

Attention to Detail

Education

Diploma in Financial Planning

Job description

Description: We're seeking a detail-oriented and proactive individual to join our client's growing team. The role is for a paraplanner or a financial administrator with a strong understanding of the sector, to support the Director's and be an essential part of the team.

This role can be tailored to your level of experience and is available on a remote basis, with occasional in-office meetings in Northumberland. Part-time arrangements are welcome.

Key Responsibilities:

• Preparing and maintaining client files and financial plans
• Research and analysis to support financial advice
• Preparing suitability reports and recommendations
• Liaising with clients, providers, and colleagues to ensure seamless service
• Supporting the implementation of advice and ensuring compliance

Requirements:

• Proven experience in financial services, ideally in a paraplanning or admin role
• Strong understanding of pensions, investments, and protection products
• Excellent communication, time management, and IT skills
• A proactive, self-motivated approach with a strong attention to detail
• Relevant qualifications (e.g., Diploma in Financial Planning) are a plus but not essential

What We Offer:

• Flexible working hours (full-time or part-time)
• Remote working with occasional team days in the office
• Competitive salary, reflective of experience and qualifications
• A friendly, supportive team culture with opportunities for growth