Remote Paraplanner Lead: High-Impact Financial Planning

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

Job summary

A leading financial advisory firm is seeking a Paraplanner to join their remote team. The ideal candidate will have a Level 4 qualification, experience with various financial software, and a capacity for leadership. You'll streamline paraplanning processes and enhance client communications while enjoying flexible working hours. The role offers a competitive salary ranging from £40K to £65K and quarterly meetings in London. Join us and contribute to excellent client service in a dynamic environment.

Benefits

Competitive salary

Continual training and development

Flexible working hours

Qualifications

• Hold at least level 4 status in financial planning.
• Experience using Intelligent Office, FE Analytics, and cashflow software.
• Evidence of leadership experience in paraplanning.

Responsibilities

• Lead the paraplanning functions within the firm.
• Streamline processes and deliver personalized client correspondence.
• Attend quarterly team meetings in London office as needed.

Skills

Level 4 status

Experience with Intelligent Office

Experience with FE Analytics

Experience with cashflow software

Leadership potential

Job description

A leading financial advisory firm is seeking a Paraplanner to join their remote team. The ideal candidate will have a Level 4 qualification, experience with various financial software, and a capacity for leadership. You'll streamline paraplanning processes and enhance client communications while enjoying flexible working hours. The role offers a competitive salary ranging from £40K to £65K and quarterly meetings in London. Join us and contribute to excellent client service in a dynamic environment.