Position: Remote Paraplanner - Level 4 Qualified
Salary to £38,000 plus company benefits
Company:
Join an award-winning firm of Independent Financial Advisors, renowned for excellence and innovation in the financial services industry. With over 100 Advisors across the UK, our client prides themselves on delivering exceptional service and tailored solutions to their clients.
Location:
This is a remote position, offering the flexibility to work from anywhere in the UK.
Role Overview:
We are seeking a Level 4 qualified Paraplanner to join this dynamic team and provide essential support to the Advisors. As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice.
Key Responsibilities:
- Collaborate with Advisors to prepare comprehensive and accurate client reports.
- Conduct thorough research on financial products, investment opportunities, and regulatory changes.
- Provide technical support to Advisors, offering insights and recommendations on complex financial matters.
- Assist in the development of financial plans and strategies tailored to individual client needs.
- Maintain up-to-date knowledge of industry regulations and best practices.
- Assist with Letters of Authority
Requirements:
- Level 4 Diploma qualified (DipFA, DipPFS, or equivalent) in Financial Planning or related field.
- Proven experience in a similar role within the financial services industry.
- Strong analytical skills and attention to detail.
- Excellent written and verbal communication skills.
- Ability to work independently and manage multiple tasks efficiently.
- Proficiency in financial planning software and Microsoft Office Suite.
Benefits:
- Competitive salary up to £38,000 per annum.
- Remote working arrangement with flexibility.
- Comprehensive benefits package including pension scheme and healthcare options.
- Opportunity for professional development within a growing company.
Sector:
- Financial Services
- Financial Planning
