Paraplanner- Fully Home Based

JR United Kingdom; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated Paraplanner for a fully remote position. This role is pivotal in supporting Financial Planners and ensuring client satisfaction. You will engage in preparing detailed suitability reports, conducting essential technical research, and maintaining accurate client records. The company offers a structured training program to foster your professional growth, encouraging continuous development through qualifications. Join a collaborative team that values your contributions and helps you achieve your career aspirations in a supportive environment.

Qualifications

• Level 4 qualification in Financial Planning is essential.
• Experience in client relationship management is a plus.

Responsibilities

• Prepare suitability reports for various financial products.
• Collaborate with Financial Planners to enhance client experience.

Skills

Client Relationship Management

Technical Research

Cashflow Modelling

FCA Compliance

Education

Level 4 qualification - CII

Diploma in Financial Planning

Level 6/Chartered status

AF7 qualification

Job description

Social network you want to login/join with:

Paraplanner- Fully Home Based, United Kingdom

Client:

Nelson Scott

Location:

Job Category:

Other

EU work permit required:

Yes

Job Views:

4

Posted:

26.04.2025

Expiry Date:

10.06.2025

Job Description:

What will you be doing?

We’re seeking a talented individual to join our remote-based central team, responsible for supporting our Financial Planners and ensuring a positive experience for our clients. In this role, you will support financial planners with client meetings, including presenting cashflow and preparing responses on technical matters.

What’s in it for me?

As a Paraplanner, you will have access to a structured training programme, offering Training & Competency oversight to excel in personal development. We encourage continuous professional development through ongoing studying and qualifications. You will also have the opportunity to collaborate with an experienced team of Paraplanners and Financial Advisers.

This is a fully remote role.

Responsibilities include:

• Preparing suitability reports across various advice types, financial products, and investment solutions
• Conducting technical research as needed
• Maintaining accurate client records with sufficient Know Your Client information to demonstrate advice suitability
• Collaborating with Financial Planners to deliver a positive client experience and achieve delivery dates and outcomes
• Supporting client meetings by assisting with cashflow modelling as required
• Managing processes, tasks, and ensuring FCA compliance

Qualifications

To succeed in this role, you should have:

• Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status and AF7 qualification are advantageous

Additional information

As a colleague, you will have access to benefits that include: