Remote Paraplanner: Insightful Financial Planning Reports

Burgh Recruitment; England; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading recruitment firm is seeking a Paraplanner to work remotely. In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products. Excellent attention to detail is essential for success in this role.

Qualifications

• Experience as a Paraplanner with strong report writing skills.
• Level 4 Diploma desirable but not required with good experience.
• Experience of Life, Pension, Investment and IHT products.

Responsibilities

• Produce compliant financial planning reports for Financial Planners.
• Conduct research to source suitable solutions.
• Liaise with the Administration team to ensure accurate processing.

Skills

Report writing skills

Experience with Life, Pension, Investment and IHT products

Technical knowledge

Self-motivated

Education

Level 4 Diploma

Job description

A leading recruitment firm is seeking a Paraplanner to work remotely. In this mid-senior level role, you will be responsible for producing financial planning reports and conducting research to meet clients' needs. Ideal candidates will have paraplanning experience, strong report writing skills, and a good understanding of financial products. Excellent attention to detail is essential for success in this role.