Paraplanner (Fully remote)

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

Job summary

An established industry player is seeking a skilled Paraplanner to enhance their growing team. This role offers the chance to work flexibly from home, with occasional office visits, allowing you to manage your own schedule and workload. As a key player in the Paraplanning function, you will leverage your level 4 diploma and extensive financial planning knowledge to provide valuable insights in areas such as pensions, investments, and estate planning. Join a dynamic firm that values your expertise and offers a supportive environment for professional growth.

Qualifications

• Minimum level 4 diploma qualification required.
• Proven experience in a paraplanning role is essential.

Responsibilities

• Manage your own workload with autonomy.
• Provide expertise in pensions, investments, and estate planning.

Skills

Paraplanning experience

Financial planning knowledge

Understanding of cash flow forecasts

Education

Level 4 diploma

Job description

Social network you want to login/join with:

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

Location: Flexible across the 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 periodic visits 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. 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 a position with a growing, ambitious business, providing 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 the ability to manage your own workload, then please get in touch.