Remote Paraplanner for HNW/UHNW Advisory Team

BWD Search & Selection; Wakefield; Remote; GBP 51,000 - 60,000; Full time

Job summary

An expanding advisory group is seeking an experienced Paraplanner to provide high-quality paraplanning support. This role offers the opportunity to work closely with financial planners and engage in remote meetings, adding value to the client experience. The ideal candidate holds a diploma in financial planning and has strong competence in technical knowledge. A highly competitive salary of up to £60,000 and full remote working options are offered.

Benefits

Full remote working

Excellent career prospects

Competitive salary up to £60,000

Qualifications

• Experienced paraplanner with a diploma in financial planning.
• Ability to demonstrate strong competence and technical knowledge.
• Comfortable working remotely and collaborating with financial planners.

Responsibilities

• Provide high-quality paraplanning support.
• Promote the firm's offering to clients.
• Attend remote meetings and add value to client experiences.

Skills

Experience as a paraplanner

Strong competence and technical knowledge

Ability to work remotely

Education

Diploma in financial planning with chartered status or progression

Job description

An expanding advisory group is seeking an experienced Paraplanner to provide high-quality paraplanning support. This role offers the opportunity to work closely with financial planners and engage in remote meetings, adding value to the client experience. The ideal candidate holds a diploma in financial planning and has strong competence in technical knowledge. A highly competitive salary of up to £60,000 and full remote working options are offered.