Remote Paraplanner - Holistic Financial Planning Specialist

Premier Jobs UK; England; On-site; GBP 42,000 - 48,000; Full time

Job summary

A well-respected Independent Financial Advice firm is seeking an experienced Paraplanner to join their team. Responsibilities include reviewing compliance documents, researching financial solutions, and drafting suitability reports. Candidates should have holistic experience, a Level 4 Diploma in Financial Planning, and a strong attention to detail. This role offers a salary of £42,000 - £48,000, along with benefits such as generous holiday allowance and pension contributions, with remote work options available.

Benefits

25 days holiday plus bank holidays

6% employer and 3% employee pension contribution

4x life assurance

Private Medical Insurance

Income protection and critical illness cover

Annual allowance for charity work

Qualifications

• Experience as a holistic Paraplanner supporting Financial Advisors.
• Ability to work towards SLA targets is beneficial.

Responsibilities

• Review factfinds and meeting notes for compliance.
• Research financial planning solutions.
• Draft suitability reports for Financial Advisor approval.
• Provide technical support to private clients.

Skills

Holistic experience

Attention to detail

Clear communication of complex information

Education

Level 4 Diploma in Financial Planning

Job description

A well-respected Independent Financial Advice firm is seeking an experienced Paraplanner to join their team. Responsibilities include reviewing compliance documents, researching financial solutions, and drafting suitability reports. Candidates should have holistic experience, a Level 4 Diploma in Financial Planning, and a strong attention to detail. This role offers a salary of £42,000 - £48,000, along with benefits such as generous holiday allowance and pension contributions, with remote work options available.