Remote Paraplanner: Client‑Focused Wealth Planning

Recruit Wealth Ltd; Greater London; Teletrabalho; GBP 45 000 - 50 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Home working

Occasional office contact

Career development opportunities

Resumo da oferta

Recruit Wealth Ltd is a boutique Financial Planning firm seeking an experienced Paraplanner. You’ll work with a small team of Financial Planners, applying your technical expertise to support sophisticated client strategies.

Enjoy work-life balance with home working and very occasional office contact while contributing to high-quality, personalised financial planning. Salary £45,000–£50,000 depending on experience.

Qualificações

• Minimum of 2 years' Paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Excellent technical knowledge of pensions, investments and complex advice areas.

Responsabilidades

• Prepare detailed suitability reports and support financial planners.
• Contribute to sophisticated, holistic planning strategies for clients.
• Utilise AI-enabled workflow tools to improve efficiency while maintaining quality.

Conhecimentos

Paraplanning

Analytical skills

Report writing

Formação académica

Level 4 Diploma in Regulated Financial Planning

Descrição da oferta de emprego

Recruit Wealth Ltd is a boutique Financial Planning firm seeking an experienced Paraplanner. You’ll work with a small team of Financial Planners, applying your technical expertise to support sophisticated client strategies.

Enjoy work-life balance with home working and very occasional office contact while contributing to high-quality, personalised financial planning. Salary £45,000–£50,000 depending on experience.