Paraplanner - Fully Remote

Reed; Exeter; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a skilled Paraplanner to work remotely. The role involves preparing compliance documentation, crafting suitability reports, and utilizing advanced technology for financial solutions. Ideal candidates will have strong communication skills and extensive experience in financial services. A Level 4 Diploma in Financial Planning or similar qualifications is preferred. Competitive salary with a bonus is offered.

Benefits

Competitive salary

Up to 10% annual bonus based on performance

Qualifications

• Must be able to interact effectively across all levels of the business.
• Excellent time management and planning capabilities are crucial.
• Background in preparing suitability reports with knowledge of financial services regulations.

Responsibilities

• Ensure documentation aligns with FCA guidelines and business requirements.
• Produce accurate suitability reports to aid financial advisers.
• Employ cutting-edge tools to create financial solutions for clients.
• Handle decumulation and accumulation projections to support strategies.
• Assist in optimizing team efficiency and meeting KPIs.
• Maintain high standards within the team for exceptional service levels.

Skills

Communication and problem-solving skills

Organisational skills

Technical proficiency

Coaching experience

Education

Level 4 Diploma in Financial Planning or similar qualifications

Tools

CURO

Cashcalc

Dynamic Planner

Job description

Fullt remote Paraplanner - Financial Services

Hours: Full-time, 9:00 AM – 5:30 PM, Monday to Friday Salary: Competitive with up to 10% annual bonus based on performance

We are thrilled to present an exceptional opportunity for a Paraplanner to join a leading financial planning and wealth management firm. This role is perfect for a professional passionate about supporting Financial Advisers and enhancing client financial strategies.

Role Overview:

• Prepare and submit technical and compliance pre-approval forms: Ensure all documentation aligns with FCA guidelines and business requirements.
• Craft suitability reports: Produce accurate, timely, and compliant reports to aid financial advisers in decision-making.
• Utilise advanced technology: Employ cutting-edge tools to create precise financial solutions for clients.
• Financial calculations: Handle both decumulation and accumulation projections to support client strategies.
• Workflow management: Assist the paraplanning leadership team in optimizing team efficiency and meeting KPIs.
• Quality standards monitoring: Maintain high standards within the team to ensure exceptional service levels.

Required Skills & Qualifications:

• Communication and problem-solving skills: Must have the ability to interact effectively across all levels of the business and solve issues independently.
• Organisational skills: Excellent time management and planning capabilities are crucial.
• Technical proficiency: Knowledge of Microsoft Office and financial planning software such as CURO, Cashcalc, and Dynamic Planner.
• Experience: Extensive background in preparing suitability reports with a strong grasp of financial services regulations. Ideally holding a Level 4 Diploma in Financial Planning or similar qualifications.
• Coaching experience: Previous experience in training individuals within a financial planning context is highly desirable.

How to Apply:

If you are a dedicated and skilled Paraplanner seeking a significant career move within a dynamic and supportive environment, we invite you to apply. Please submit your CV and a cover letter detailing your relevant experience and your interest in this role. This is not just a job opportunity; it's a chance to grow and excel in a field that rewards dedication and expertise.