Technical Paraplanner

Premier Jobs UK Limited; Remote; GBP 42,000 - 50,000; Full time

Job summary

A national financial services company is seeking a remote Technical Paraplanner to support Financial Planners on complex cases. Responsibilities include research, analysis, and report writing to assist in delivering quality financial planning. Candidates should have strong paraplanning experience and hold a Level 4 Diploma in Financial Planning. The role offers a salary of up to £50,000 plus benefits, and occasional office attendance may be required, fully expensed.

Benefits

Salary of up to £50,000

Excellent company benefits

Remote working

Qualifications

• Experience in writing bespoke advice for complex cases.
• Ability to quickly pick up cases and provide immediate impact.

Responsibilities

• Provide research, analysis and report writing support to Financial Advisors.
• Assist in delivering quality and compliant financial planning.
• Support the regional Financial Planners.

Skills

Strong experience as a Paraplanner

Technical knowledge of financial planning

Research and financial calculations

Willingness to help and support others

Education

Full Level 4 Diploma in Financial Planning (or equivalent)

Job description

This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases.

You will be joining a growing, national company with regional offices across the UK and assist in providing excellent financial planning solutions.

As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include: There might be need for you to attend the office you are supporting on an occasional basis, this would be fully expensed.

Technical Paraplanner Requirements

You should have strong experience as a Paraplanner

You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases.

You should be confident undertaking research and financial calculations.

You should have a willingness to help and support others.

You should hold full Level 4 Diploma in Financial Planning (or equivalent).

Technical Paraplanner Benefits

Salary of up to £50,000 depending on experience plus company benefits.

Excellent company benefits.

Remote working.

Full-time role.

Locations

Home based.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.