Paraplanner - Remote

BWD Search & Selection; Wakefield; Remote; GBP 51,000 - 60,000; Full time

Job summary

An expanding advisory group is seeking an experienced Paraplanner to provide high-quality paraplanning support. This role offers the opportunity to work closely with financial planners and engage in remote meetings, adding value to the client experience. The ideal candidate holds a diploma in financial planning and has strong competence in technical knowledge. A highly competitive salary of up to £60,000 and full remote working options are offered.

Benefits

Full remote working

Excellent career prospects

Competitive salary up to £60,000

Qualifications

• Experienced paraplanner with a diploma in financial planning.
• Ability to demonstrate strong competence and technical knowledge.
• Comfortable working remotely and collaborating with financial planners.

Responsibilities

• Provide high-quality paraplanning support.
• Promote the firm's offering to clients.
• Attend remote meetings and add value to client experiences.

Skills

Experience as a paraplanner

Strong competence and technical knowledge

Ability to work remotely

Education

Diploma in financial planning with chartered status or progression

Job description

BWD are supporting an expanding advisory group in their search for an experienced Paraplanner.

Our client provides high quality paraplanning support to its two affiliated companies who operate in the HNW and UHNW space, this offers interestig variety to their report writing offering.

You will be an experienced paraplanner who ideally holds the diploma in financial planning with chartered status or progression towards advantageous, exceptions may be applied should applicants hold a vast amount of experience within a similar role and are abel to demonstate strong competence and technical knowledge.

You will be comfortable working remotely and have an appetite to work closely with the firms financial planners, you will be invited to attend remote meetings and really promote the firms offering to their clients, adding real value to the client experience.

Looking to attract some of the industries top talent, our client is offering a highly competitive salary of up to £60,000, full remote working and excellent career prospects.

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