Paraplanner - Fully Remote

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

Job summary

A leading financial planning firm in the UK is seeking a remote Paraplanner. Responsibilities include preparing technical documents, crafting suitability reports, and utilizing advanced tools for financial solutions. Candidates should possess strong organizational skills, experience with financial regulations, and ideally a Level 4 Diploma in Financial Planning. This role offers competitive salary with bonuses and opportunities for professional growth.

Benefits

Competitive salary

Up to 10% annual bonus

Qualifications

• Must have experience in preparing suitability reports.
• Strong grasp of financial services regulations is required.
• Coaching experience in financial planning is desirable.

Responsibilities

• Prepare and submit technical compliance pre-approval forms.
• Craft accurate, compliant suitability reports for advisers.
• Utilize advanced technology for precise financial solutions.
• Handle decumulation and accumulation projections.
• Assist in optimizing team efficiency and meeting KPIs.
• Maintain high standards for service levels.

Skills

Communication and problem-solving skills

Organisational skills

Technical proficiency

Education

Level 4 Diploma in Financial Planning

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.