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Technical Paraplanner

Premier Jobs UK

United Kingdom

Remote

GBP 42,000 - 50,000

Full time

Today
Be an early applicant

Job summary

A financial services recruitment firm is seeking a remote-based Technical Paraplanner to support Financial Planners with complex cases. Ideal candidates must possess a Full Level 4 Diploma in Financial Planning and have strong technical knowledge. Responsibilities include providing research and analysis, assisting with holistic financial planning, and quickly supporting regional Financial Planners. Competitive salary up to £50,000 depending on experience.

Benefits

Salary up to £50,000 depending on experience
Excellent company benefits
Remote working

Qualifications

  • Strong experience as a Paraplanner.
  • Experience writing bespoke advice for complex cases.

Responsibilities

  • Provide research, analysis and report writing support for Financial Advisors.
  • Assist in delivering holistic financial planning and cashflow modelling.
  • Support regional Financial Planners quickly picking up cases.

Skills

Technical knowledge of financial planning
Research and analysis skills
Confident undertaking financial calculations
Willingness to support others

Education

Full Level 4 Diploma in Financial Planning (or equivalent)
Job description
Overview

Remote-based Technical Paraplanner job offering home working suitable for an individual skilled in supporting 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 regional Financial Planners where there are shortages in the paraplanning team. 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 clients.

Responsibilities
  • Provide research, analysis and report writing support to assist Financial Advisors in delivering quality, appropriate and compliant financial planning.
  • Assist the business in providing holistic financial planning and cashflow modelling to clients.
  • Support regional Financial Planners where there are shortages in the paraplanning team; quickly pick up cases and provide immediate impact.
  • Occasional attendance at the office you are supporting, fully expensed.
Requirements
  • Strong experience as a Paraplanner.
  • Technical knowledge of financial planning and experience writing bespoke pieces of advice for complex cases.
  • Confident undertaking research and financial calculations.
  • Willingness to help and support others.
  • Full Level 4 Diploma in Financial Planning (or equivalent).
Benefits
  • Salary up to £50,000 depending on experience plus company benefits
  • Excellent company benefits
  • Remote working
  • Full-time role
Locations

Home based

How to apply

Call us now on (phone number removed) or click Apply

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