Paraplanner - Fully Remote Working

Reed; Liverpool; Remote; GBP 42,000 - 50,000; Full time

Job summary

A leading financial planning firm in the UK is seeking a Paraplanner to support Financial Advisers in enhancing client financial strategies. The role is fully remote and offers a competitive salary of up to £50k plus a performance-related bonus. The ideal candidate should possess excellent communication skills, a Level 4 Diploma in Financial Planning, and experience in preparing suitability reports. Apply now for a significant career move in a dynamic environment.

Benefits

Up to 10% annual bonus based on performance

Work from anywhere in the UK

Qualifications

• Ability to interact effectively across all levels of the business.
• Excellent time management and planning capabilities.
• Extensive background in preparing suitability reports.

Responsibilities

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

Skills

Communication and problem-solving skills

Organisational skills

Technical proficiency

Education

Level 4 Diploma in Financial Planning or similar qualifications

Tools

Microsoft Office

CURO

Cashcalc

Dynamic Planner

Job description

Paraplanner - Financial Services

Location: Fully Remote, UKHours: Full-time, 9:00 AM – 5:30 PM, Monday to FridaySalary: Up to £50k 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. As this role is fully remote, you can be based anywhere in the UK.

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.

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 or contact Rhyan Scott at Reed Financial Services for more information. This is not just a job opportunity; it's a chance to grow and excel in a field that rewards dedication and expertise.