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Paraplanner - Remote
Job summary
An advisory group seeking financial professionals is looking for an experienced Paraplanner to provide high-quality support in a remote environment. Ideal candidates will hold a diploma in financial planning and have strong technical knowledge. This role offers a competitive salary of up to £60,000 and excellent career prospects.
Benefits
Qualifications
- Experience as a paraplanner.
- Ability to demonstrate strong competence in the role.
- Comfortable with remote working.
Responsibilities
- Support financial planners closely.
- Attend remote meetings and promote the firm's offerings.
- Contribute to report writing for HNW and UHNW clients.
Skills
Education
BWD are supporting an expanding advisory group in their search for an experienced Paraplanner.
Our client provides high quality paraplanning support to its two affiliated companies who operate in the HNW and UHNW space, this offers interestig variety to their report writing offering.
You will be an experienced paraplanner who ideally holds the diploma in financial planning with chartered status or progression towards advantageous, exceptions may be applied should applicants hold a vast amount of experience within a similar role and are abel to demonstate strong competence and technical knowledge.
You will be comfortable working remotely and have an appetite to work closely with the firms financial planners, you will be invited to attend remote meetings and really promote the firms offering to their clients, adding real value to the client experience.
Looking to attract some of the industries top talent, our client is offering a highly competitive salary of up to £60,000, full remote working and excellent career prospects.
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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.