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Remote Paraplanner - Holistic Financial Planning Specialist
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Remote Paraplanner - Holistic Financial Planning Specialist
Job summary
A well-respected Independent Financial Advice firm is seeking an experienced Paraplanner to join their team. Responsibilities include reviewing compliance documents, researching financial solutions, and drafting suitability reports. Candidates should have holistic experience, a Level 4 Diploma in Financial Planning, and a strong attention to detail. This role offers a salary of £42,000 - £48,000, along with benefits such as generous holiday allowance and pension contributions, with remote work options available.
Benefits
Qualifications
- Experience as a holistic Paraplanner supporting Financial Advisors.
- Ability to work towards SLA targets is beneficial.
Responsibilities
- Review factfinds and meeting notes for compliance.
- Research financial planning solutions.
- Draft suitability reports for Financial Advisor approval.
- Provide technical support to private clients.
Skills
Education
* 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.