Remote Paraplanner

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

Job summary

A leading Chartered Independent Financial Practice is seeking a Remote Paraplanner to provide invaluable support on various financial planning cases. This opportunity offers flexibility to work from home, competitive salary, and benefits like holiday entitlement, pension contributions, and career advancement support. Join a prestigious team and enhance your future in financial planning.

Benefits

25 days holiday plus bank holidays

Pension contribution

Ongoing study support and exam assistance

Various incentives and bonuses

Days off

Qualifications

• Qualified Paraplanner with Level 4 Diploma minimum.
• Experience in an IFA/Wealth Management firm is required.
• Strong communication, organizational, and analytical skills needed.

Responsibilities

• Provide Paraplanning support for Tax and Pension Technical cases.
• Work on Investment Products and Cash Flow Modelling.
• Offer holistic financial planning.

Skills

Paraplanner

Excellent communication skills

Organizational skills

Analytical skills

Education

Level 4 Diploma

Job description

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

Remote Paraplanner

Ref: RP6018 Salary: £35,000 to 40,000 Contract Type: Permanent Location: 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 an award-winning firm and one of the largest chartered financial planning firms in the area, highly respected in the industry.

We are looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining our highly experienced Paraplanning team.

Remote Paraplanning Overview

You will provide Paraplanning support for Tax Planning cases, Pension Technical Cases, Investment Products, and Cash Flow Modelling, offering full holistic financial planning.

This is a fantastic opportunity to work from home, join an exceptional national and prestigious company, and advance 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, bonuses, and days off
• Ongoing study support and exam assistance

Skills and Experience Required: Remote Paraplanner

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

APPLY TODAY and I will be in touch.

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