Remote Paraplanner - Wealth Management Support

TieTalent; Leicester; Remote; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Group Pension Scheme

Life Assurance & Income Protection

Health Cash Plan

Flexible voluntary benefits

Access to charity events

Job summary

A leading financial services firm is seeking a Paraplanner for a remote role in Leicester. You will provide high-quality technical and investment advice, support consultants, and assist in delivering wealth management services. The ideal candidate holds a relevant diploma and has strong knowledge of financial products and regulations. This position offers a collaborative work environment with growth opportunities.

Qualifications

• Diploma in Regulated Financial Planning or relevant qualification required.
• Strong technical knowledge of financial products is necessary.
• Understanding of current regulations and compliance procedures is important.

Responsibilities

• Support consultants with delivering technical and investment advice.
• Prepare, review, and update client proposals and reports.
• Assist in providing wealth management services.

Skills

Technical knowledge of financial products

Strong understanding of regulations

Client service orientation

Education

Diploma in Regulated Financial Planning or Certificate in Paraplanning

Job description

A leading financial services firm is seeking a Paraplanner for a remote role in Leicester. You will provide high-quality technical and investment advice, support consultants, and assist in delivering wealth management services. The ideal candidate holds a relevant diploma and has strong knowledge of financial products and regulations. This position offers a collaborative work environment with growth opportunities.