Remote Paraplanner Lead: High-Impact Financial Planning

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

Job summary

A chartered financial advisory firm is seeking a Paraplanner to join their supportive team. This remote role involves leading paraplanning functions and ensuring high-quality client communications. Candidates should have Level 4 status and experience using relevant financial software. The company promises competitive salary and benefits, with an emphasis on professional development and adapting to employee needs. Quarterly office meetings in London will be required.

Benefits

Competitive salary benchmarking

Training and development opportunities

Flexible working hours

Qualifications

• Hold at least level 4 status and ideally seek further qualifications.
• Experience with relevant software and ability to lead paraplanning functions.

Responsibilities

• Streamline paraplanning processes for client correspondence.
• Lead the paraplanning part of the business.

Skills

Experience with Intelligent Office

Knowledge of FE Analytics

Proficiency in cashflow software

Education

Level 4 status in financial planning

Job description

A chartered financial advisory firm is seeking a Paraplanner to join their supportive team. This remote role involves leading paraplanning functions and ensuring high-quality client communications. Candidates should have Level 4 status and experience using relevant financial software. The company promises competitive salary and benefits, with an emphasis on professional development and adapting to employee needs. Quarterly office meetings in London will be required.