Remote Paraplanner for UK Wealth & Pension Planning

Recruit UK; Warrington; Remote; GBP 35,000 - 42,000; Full time

Job summary

A leading financial advice firm in the UK is seeking a Fully Remote Paraplanner to provide support in Tax Planning, Pension Technical Cases, and Investment Products. You will join an experienced team and benefit from a starting salary of up to £42,000 with ongoing study support, pension contributions, and private medical insurance. This is a fantastic opportunity for career advancement in a prestigious firm.

Benefits

Salary up to £42,000

Pension Contribution

Private Medical Insurance

Ongoing study support

Qualifications

• Experience in providing paraplanning support.
• Ability to work fully remote.
• Strong organizational skills.

Responsibilities

• Provide paraplanning support around Tax Planning cases.
• Support Pension Technical Cases and Investment Products.
• Conduct Cash Flow Modelling.

Skills

Experience in Tax Planning

Pension Technical Knowledge

Investment Products Knowledge

Cash Flow Modelling

Experience with O&M Pensions

Using Select-a-Pension

Familiarity with Wraps and Platforms

Job description

A leading financial advice firm in the UK is seeking a Fully Remote Paraplanner to provide support in Tax Planning, Pension Technical Cases, and Investment Products. You will join an experienced team and benefit from a starting salary of up to £42,000 with ongoing study support, pension contributions, and private medical insurance. This is a fantastic opportunity for career advancement in a prestigious firm.