Remote Paraplanner: Drive Client Outcomes & Cashflow

Nelson Scott LLP; City of Westminster; Remote; GBP 35,000 - 55,000; Full time

Job summary

A financial services company is seeking a talented Paraplanner to join their remote team. In this role, you will support Financial Planners by preparing suitability reports, conducting technical research, and ensuring accurate client records. Candidates must be Level 4 qualified and ideally have Level 6/Chartered status. Excellent communication skills and a strong understanding of FCA guidelines are essential. The role also offers a competitive salary and various benefits, including private medical insurance and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Must be Level 4 qualified - CII, Diploma in Financial Planning.
• Demonstrable experience of paraplanning with solid technical knowledge.
• Excellent communication skills to explain complex issues.

Responsibilities

• Prepare suitability reports for various advice types and financial products.
• Carry out technical research as necessary.
• Collaborate with Financial Planners to enhance client experience.

Skills

Communication skills

Technical research

Stakeholder management

Understanding of FCA's COBS requirements

Education

Level 4 qualified - CII, Diploma in Financial Planning

Level 6/Chartered status

AF7 certification

Job description

A financial services company is seeking a talented Paraplanner to join their remote team. In this role, you will support Financial Planners by preparing suitability reports, conducting technical research, and ensuring accurate client records. Candidates must be Level 4 qualified and ideally have Level 6/Chartered status. Excellent communication skills and a strong understanding of FCA guidelines are essential. The role also offers a competitive salary and various benefits, including private medical insurance and a hybrid working model.