Remote Paraplanner

Recruitment Solutions (Folkestone) Ltd; Manchester; Remote; GBP 35,000 - 40,000; Full time

Job summary

A well-established Chartered Independent Financial Practice is seeking an experienced Remote Paraplanner. You will provide essential Paraplanning support and engage in comprehensive financial planning from home. The role requires a minimum Level 4 Diploma and experience in a Wealth Management firm. This opportunity offers a competitive salary of £35,000 to £40,000, 25 days holiday, pension contributions, and ongoing study support.

Benefits

25 days holiday plus bank holidays

Pension Contribution

Various incentives and bonus

Ongoing study support and support with exams

Qualifications

• Minimum Level 4 Diploma is required.
• Experience as a Paraplanner in an IFA / Wealth Management firm.

Responsibilities

• Provide Paraplanning support around Tax Planning cases.
• Assist with Pension Technical Cases and Investment Products.
• Engage in Cash Flow Modelling and holistic financial planning.

Skills

Paraplanning

Excellent communication skills

Organisational skills

Analytical skills

Education

Level 4 Diploma

Job description

Remote Paraplanner

Ref : RP6018 Salary : £35,000 to 40,000 Contract Type : PermanentLocation : Manchester, North West

Skill Set

Paraplanner, Senior Paraplanner, Paraplanning, Remote Paraplanner

FULLY REMOTE PARAPLANNER

Recruitment Solutions is working on a unique and exceptional opportunity for a fully remote Paraplanner, to join a well-established Chartered Independent Financial Practice

It is award-winning and is one of the largest chartered financial planning firms in the area, and is highly respected.

It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining it's highly experienced Paraplanning team.

Remote Paraplanning Overview

You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Full holistic financial planning.

This is a fantastic opportunity to work from home, joining an exceptional national and prestigious company, and excel your career as a Paraplanner.

What’s in it for you : Remote Home Based Paraplanner

• Salary range £35,000 to £40,000
• 25 days holiday plus bank holidays
• Pension Contribution
• Various incentives, bonus and days off
• Ongoing study support and support with exams

Skills and experience required : Remote Paraplanner

• Level 4 Diploma (as a minimum)
• Experience as a Paraplanner in an IFA / Wealth Management firm
• Excellent communication skills, both verbal and literate
• Organisational and analytical skills

APPLY TODAY and I will be in touch.

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