Remote Paraplanner: Wealth Planning & Reports Expert

Artemis Recruitment Consultants Ltd; United Kingdom; Remote; GBP 35,000 - 45,000; Full time

Job summary

A recruitment firm is seeking a Remote Paraplanner to join their team on a full-time basis. In this remote role, you'll support consultants by providing high-quality financial advice across various client needs. Candidates should hold relevant qualifications and have strong technical knowledge of financial products. This position emphasizes collaboration and outstanding client service while working primarily from home.

Qualifications

• Strong technical knowledge of pensions, investments, and protection products.
• Solid understanding of compliance procedures and regulations.
• Experienced in delivering high-quality client service.

Responsibilities

• Support consultants with technical and investment advice across wealth management.
• Prepare and review proposals, letters, and reports.
• Assist with the delivery of the Group’s financial products and services.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

A recruitment firm is seeking a Remote Paraplanner to join their team on a full-time basis. In this remote role, you'll support consultants by providing high-quality financial advice across various client needs. Candidates should hold relevant qualifications and have strong technical knowledge of financial products. This position emphasizes collaboration and outstanding client service while working primarily from home.