Remote Paraplanner

mbf; Bolton Croft; Remote; GBP 40,000 - 46,000; Full time

Job summary

A national Wealth Management organization is seeking an experienced Paraplanner to provide technical support to Senior Financial Planners. The role offers flexibility with remote working options and provides full support for further qualifications. The organization values employee development and offers an excellent benefits package.

Benefits

Annual discretionary bonus

Excellent Pension

Group Life Assurance

Group Income Protection

Private Medical Insurance

Employee Assistance Programme

Qualifications

• Experienced in Wealth Management/Financial Planning.
• Diploma in Financial Planning required, Advanced Diploma preferred.
• Ability to conduct technical paraplanning support.

Responsibilities

• Prepare complex suitability reports for various financial products.
• Conduct necessary technical research and maintain accurate client records.
• Attend client meetings to support Financial Planners.

Skills

Technical research

Client relationship management

KYC compliance

Education

Diploma in Financial Planning

Advanced Diploma in Financial Planning

Job description

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Founder | Recruitment within Financial Services, Insurance and Tech & Change

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

Responsibilities will include;

• Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome
• Work with the financial planner to ensure the correct client outcome is achieved
• Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc
• Support the financial planner with tech

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

The package details;

• Salary to £46,000
• Annual discretionary bonus
• Excellent Pension
• Group Life Assurance
• Group Income Protection
• Private Medical Insurance
• Employee Assistant Programme

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Customer Service, Research, and Administrative

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