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Remote Paraplanner - Research-Driven Financial Planning
Job summary
A leading financial advice firm in Wilmslow seeks a motivated Paraplanner to enhance client service through exceptional research and analysis. You will work closely with financial advisers to provide comprehensive support, develop detailed recommendation reports, and ensure high-quality financial advice. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience in an IFA environment. Competitive salary of up to £45,000, 37.5 hours per week, and numerous benefits are offered in this remote position.
Benefits
Qualifications
- 3-4 years of experience in an IFA/Wealth Management environment.
- General knowledge across financial planning areas including pensions and investments.
- Experience in cashflow modelling.
Responsibilities
- Analyse clients' circumstances and objectives to support adviser recommendations.
- Provide comprehensive research and technical support.
- Prepare detailed information for advisers.
Skills
Education
Tools
* 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.