Paraplanner - Fully Remote Working

Reed; Warrington; Remote; GBP 40,000 - 50,000; Full time

Job summary

A leading financial planning firm is seeking a fully remote Paraplanner to enhance client financial strategies. Responsibilities include preparing compliance documentation, crafting suitability reports, and using advanced financial tools. Ideal candidates will possess excellent communication and organizational skills, alongside a Level 4 Diploma in Financial Planning. This role offers a salary of up to £50k plus bonuses, allowing professionals to thrive in a dynamic environment.

Benefits

Up to 10% annual bonus based on performance

Qualifications

• Must have the ability to interact effectively across all levels of the business and solve issues independently.
• Excellent time management and planning capabilities are crucial.
• Extensive background in preparing suitability reports with a strong grasp of financial services regulations.

Responsibilities

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

Skills

Communication and problem-solving skills

Organisational skills

Technical proficiency

Education

Level 4 Diploma in Financial Planning or similar

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.