Remote Paraplanner Lead - Flexible Hours & AI-Driven Planning

Oak Private Wealth; Remote; GBP 40,000 - 65,000; Full time

Job summary

A Chartered Financial Advice firm in London is seeking a Paraplanner to join their dynamic team. This flexible, work-from-home role requires strong leadership and expertise in financial planning software. The ideal candidate will hold level 4 status and have experience in streamlining paraplanning processes. The company prioritizes ongoing training and competitive salary benchmarks, ensuring you are valued and supported in your role.

Benefits

Competitive salary

Flexible working hours

Comprehensive training

Qualifications

• Hold at least level 4 status and ideally looking for further qualifications.
• Demonstrated ability or experience in leading paraplanning tasks.
• Experience in using Intelligent Office and related financial planning software.

Responsibilities

• Streamline tasks and deliver quality paraplanning services.
• Lead the paraplanning function within the firm.
• Attend quarterly team meetings as needed.

Skills

Level 4 status

Experience with Intelligent Office

Experience with FE Analytics

Experience with cashflow software

Job description

A Chartered Financial Advice firm in London is seeking a Paraplanner to join their dynamic team. This flexible, work-from-home role requires strong leadership and expertise in financial planning software. The ideal candidate will hold level 4 status and have experience in streamlining paraplanning processes. The company prioritizes ongoing training and competitive salary benchmarks, ensuring you are valued and supported in your role.