Remote Paraplanner

mbf; Ramsbottom; Remote; GBP 39,000 - 46,000; Full time

Job summary

A leading Wealth Management organisation is seeking an experienced Paraplanner to provide technical support to Senior Financial Planners. Offering the flexibility to work from home, this full-time role includes preparing reports, carrying out research, and attending client meetings. Candidates are encouraged to excel in their career with supporting qualifications and benefits like a competitive salary, annual bonuses, and health insurance.

Benefits

Annual discretionary bonus

Excellent Pension

Group Life Assurance

Group Income Protection

Private Medical Insurance

Employee Assistance Programme

Support for further training and development

Qualifications

• Experience in Wealth Management/Financial Planning.
• Candidates should hold the Diploma in Financial Planning or higher.
• Familiarity with KYC processes and investment solutions.

Responsibilities

• Prepare complex suitability reports and conduct technical research.
• Ensure accuracy of client records and support financial planners.
• Attend client meetings and assist in cashflow modeling.

Skills

Client relationship management

Technical research

Attention to detail

Knowledge of financial products

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 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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