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Remote Paraplanner
Résumé du poste
A well-established Chartered Independent Financial Practice is seeking an experienced Remote Paraplanner. You will provide essential Paraplanning support and engage in comprehensive financial planning from home. The role requires a minimum Level 4 Diploma and experience in a Wealth Management firm. This opportunity offers a competitive salary of £35,000 to £40,000, 25 days holiday, pension contributions, and ongoing study support.
Prestations
Qualifications
- Minimum Level 4 Diploma is required.
- Experience as a Paraplanner in an IFA / Wealth Management firm.
Responsabilités
- Provide Paraplanning support around Tax Planning cases.
- Assist with Pension Technical Cases and Investment Products.
- Engage in Cash Flow Modelling and holistic financial planning.
Connaissances
Formation
Remote Paraplanner
Ref : RP6018 Salary : £35,000 to 40,000 Contract Type : PermanentLocation : Manchester, North West
Paraplanner, Senior Paraplanner, Paraplanning, Remote Paraplanner
Recruitment Solutions is working on a unique and exceptional opportunity for a fully remote Paraplanner, to join a well-established Chartered Independent Financial Practice
It is award-winning and is one of the largest chartered financial planning firms in the area, and is highly respected.
It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining it's highly experienced Paraplanning team.
You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Full holistic financial planning.
This is a fantastic opportunity to work from home, joining an exceptional national and prestigious company, and excel your career as a Paraplanner.
- Salary range £35,000 to £40,000
- 25 days holiday plus bank holidays
- Pension Contribution
- Various incentives, bonus and days off
- Ongoing study support and support with exams
- Level 4 Diploma (as a minimum)
- Experience as a Paraplanner in an IFA / Wealth Management firm
- Excellent communication skills, both verbal and literate
- Organisational and analytical skills
APPLY TODAY and I will be in touch.
APPLY
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.