Remote Paraplanner

mbf; Leeds; Hybrid; GBP 40,000 - 46,000; Full time

Job summary

A leading Wealth Management organization is seeking an experienced Paraplanner to provide technical support to Senior Financial Planners. This role offers flexibility, with the option to work from home, a comprehensive salary package, and significant career development opportunities. Candidates should hold at least a Diploma in Financial Planning and have relevant experience in the field.

Benefits

Annual discretionary bonus

Excellent Pension

Group Life Assurance

Group Income Protection

Private Medical Insurance

Employee Assistance Programme

Support for training and development

Qualifications

• Experience in Wealth Management/Financial Planning.
• Diploma in Financial Planning minimum requirement.
• Strong attention to detail and analytical skills.

Responsibilities

• Prepare complex suitability reports across various advice types.
• Carry out necessary technical research.
• 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

This range is provided by mbf. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

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 recognises the importance of offering flexibility to their staff, and as such, they are happy 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 provide administrative support.

Responsibilities will include:

• Preparing complex suitability reports across various advice types, financial products, and investment solutions
• Carrying out necessary technical research
• Ensuring client records contain sufficient Know Your Client (KYC) information to demonstrate advice suitability, keeping records accurate and up to date, and prompting Financial Planners for additional information when necessary
• Working with the financial planner to ensure the correct client outcomes are achieved
• Attending client meetings to support the Financial Planner in gathering information for complex advice, cashflow modelling, etc.
• Supporting the financial planner with technology

Candidates should have experience within Wealth Management/Financial Planning and hold the Diploma in Financial Planning at minimum; those with Advanced Diploma qualifications will have an advantage. The organisation offers full support to attain further qualifications and provides excellent benefits and future career progression opportunities.

If you opt to work from home regularly, you will be provided with all necessary hardware and software to work efficiently, as if in the office.

The package includes:

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

This organisation is known for supporting training and development, providing full training where needed, along with financial support and study leave for further exams.

You will join a highly respected organisation with excellent career development opportunities.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Customer Service, Research, and Administrative

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