Skilled Paraplanner - BUCKINGHAMSHIRE 2 REMOTE DAYS MAXIMUM

Reed; High Wycombe; Remote; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a skilled Paraplanner to support their IFA Team. This role requires a minimum of 3 years of experience and a Diploma Level 4 Qualification. You'll be responsible for report writing and providing high-quality technical support in a dynamic environment. The ideal candidate will possess excellent communication skills and a strong understanding of the financial services industry, including investments and retirement solutions. Join a collaborative team where your proactive approach and ability to work independently will be valued. An impressive benefits package awaits the right candidate.

Qualifications

• Minimum of 3 years of experience in Paraplanning.
• Working towards or at Diploma Level 4 Qualification.

Responsibilities

• Support the IFA Team and write reports linked to the client bank.
• Coordinate case work from administrative to compliance stages.

Skills

Paraplanning

Report Writing

Communication Skills

Technical Support Skills

Microsoft Office Proficiency

Education

Diploma Level 4 Qualification

Tools

Microsoft Excel

Microsoft Word

Job description

Job Description

Supporting a reputable business in recruiting a skilled Paraplanner. The role involves report writing linked to the client bank, supporting the IFA Team. You will join a team of Paraplanners within the business. YOU MUST BE A SKILLED PARAPLANNER.

Requirements:

• Minimum of 3 years of experience in Paraplanning
• Working towards or at Diploma Level 4 Qualification
• Strong background in a similar environment as a Paraplanner
• Outgoing and aspirational personality

Key Skills and Abilities:

• Excellent communication skills and a good understanding of the financial services industry, including investments, pensions, retirement solutions, trusts, and protection (personal and business)
• High-quality technical support skills
• Proficiency in Microsoft Office (Excel, Word) and analytical tools
• Strong literacy, grammar, numeracy, and numerical aptitude

Additional Requirements:

• Team player with the ability to work independently, especially in remote settings
• Proactive, industrious, and able to anticipate adviser needs
• Ability to coordinate case work from administrative to compliance and technical stages
• Calm under pressure, personable, and approachable

The role offers an impressive benefits package, which will be shared upon application. Candidates must be skilled Paraplanners with at least 3 years of experience.