Remote Paraplanner — Technical Reports & Compliance

Fram Search; England; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A financial planning firm is seeking an experienced Paraplanner to provide high-quality advice and support compliance standards. The role is primarily remote, requiring some office presence initially for training. Key responsibilities include preparing suitability reports and collaborating on client documentation. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong technical skills, with experience in Intelliflo Office being an advantage. This opportunity offers a great environment for detail-oriented individuals.

Qualifications

• Competent Paraplanner with necessary qualifications.
• Experience in preparing suitability reports and client forms.
• Familiarity with financial planning tools is a plus.

Responsibilities

• Manage preparation of suitability reports for lead adviser.
• Produce supporting documentation and prepare client forms.
• Ensure records meet regulatory expectations and identify outstanding information.

Skills

Technical competency in financial planning

Strong communication skills

Detail-oriented

Ability to work with limited supervision

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Intelliflo Office

Microsoft Office applications

Job description

A financial planning firm is seeking an experienced Paraplanner to provide high-quality advice and support compliance standards. The role is primarily remote, requiring some office presence initially for training. Key responsibilities include preparing suitability reports and collaborating on client documentation. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong technical skills, with experience in Intelliflo Office being an advantage. This opportunity offers a great environment for detail-oriented individuals.