Paraplanner (Fully remote)

JR United Kingdom; Altrincham; Remote; GBP 40,000 - 50,000; Full time

Job summary

An ambitious chartered firm is seeking a skilled Paraplanner to enhance their team. This role offers the opportunity to work flexibly from home while occasionally visiting local offices. As a Paraplanner, you'll be responsible for managing your workload autonomously, contributing to financial planning across various areas including pensions and investments. If you have a level 4 diploma and a passion for financial advice, this position presents an excellent opportunity to grow within a supportive and forward-thinking environment.

Qualifications

• Minimum level 4 diploma qualified Paraplanner required.
• Proven experience in paraplanning, preferably in independent practice.

Responsibilities

• Manage paraplanning tasks with minimal supervision.
• Understand and interpret cash flow forecasts.

Skills

Paraplanning

Financial Planning

Cash Flow Analysis

Pensions Knowledge

Investment Knowledge

Education

Level 4 Diploma in Financial Planning

Job description

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Salary: £40,000 to £50,000 (Dependent on experience) and benefits

Location: Flexible on location across UK

My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning function with the addition of a (minimum) level 4 diploma qualified Paraplanner to join their Paraplanning team, all of whom are based from home with a periodic visit to a local office.

Responsibilities:

1. Proven experience in a paraplanning role preferably in an independent/whole of market practice.
2. Qualified to a minimum of level 4 diploma standard.
3. Possess solid knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning, and personal and business protection.
4. Ability to understand and interpret a cash flow forecast and summarise the key points.

This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure an opportunity with a growing, ambitious business, providing you with the chance to work autonomously, without continuous supervision and the ability to manage your own week. If you are a talented, experienced Paraplanner seeking this degree of autonomy and allowing you to manage your own workload then please get in touch.