Remote Paraplanner Leader – Flexible Hours & Top Pay

Equals One Ltd; Remote; GBP 40,000 - 65,000; Full time

Job summary

A financial advice firm in London is seeking a Paraplanner to join their small team and lead all aspects of paraplanning. In this flexible remote role, you will streamline processes and deliver personalized client communications, engaging with clients and supporting an established client base. The right candidate should have level 4 qualifications, relevant software experience, and leadership skills. Competitive salary and annual benchmarking are provided. Occasional office attendance for team meetings is required.

Benefits

Annual salary benchmarking

Training and professional development

Flexible working arrangements

Qualifications

• Hold at least level 4 status and ideally be looking to keep going.
• Experience using Intelligent Office, FE Analytics & cashflow software.
• Proven leadership capabilities in paraplanning.

Responsibilities

• Help lead all aspects of paraplanning for clients.
• Streamline processes and deliver personalized client communications.
• Attend quarterly team meetings in London office.

Skills

Intelligent Office

FE Analytics

Cashflow software

Education

Level 4 qualification or higher

Job description

A financial advice firm in London is seeking a Paraplanner to join their small team and lead all aspects of paraplanning. In this flexible remote role, you will streamline processes and deliver personalized client communications, engaging with clients and supporting an established client base. The right candidate should have level 4 qualifications, relevant software experience, and leadership skills. Competitive salary and annual benchmarking are provided. Occasional office attendance for team meetings is required.