Remote Paraplanner for Wealth Planning & Reports

Time Appointments; England; Remote; GBP 35,000 - 50,000; Full time

Job summary

A reputable financial advisory firm in Ipswich is seeking an experienced Paraplanner to support their Financial Advisers in delivering comprehensive financial solutions. The role offers remote work, requiring only monthly office visits. Ideal candidates should have a Level 4 Diploma PFS and previous paraplanning experience. Responsibilities include technical support, preparing financial reports, and ensuring compliance with regulations. This is a great opportunity to advance your career in a supportive environment.

Qualifications

• Experience working within the pension transfer market.
• Knowledge of administering IHT and/or investment products.
• Up-to-date understanding of relevant regulations and legislation.

Responsibilities

• Provide high-level technical paraplanning support to the Practice.
• Work closely with Advisers to achieve client objectives.
• Prepare financial reports, suitability letters, and client recommendations.
• Conduct research and analysis on financial products.
• Ensure all work complies with regulatory requirements.

Skills

Previous paraplanning experience within an IFA or wealth management setting

Proficient with major research tools (e.g., Analytics, Voyant)

Effective communication skills, both written and verbal

Strong organisational skills

Ability to research, analyse, and interpret financial data

Education

Minimum Level 4 Diploma PFS (or equivalent)

Tools

CRM systems

Job description

A reputable financial advisory firm in Ipswich is seeking an experienced Paraplanner to support their Financial Advisers in delivering comprehensive financial solutions. The role offers remote work, requiring only monthly office visits. Ideal candidates should have a Level 4 Diploma PFS and previous paraplanning experience. Responsibilities include technical support, preparing financial reports, and ensuring compliance with regulations. This is a great opportunity to advance your career in a supportive environment.