We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK.
Location:
This is a remote position, offering the flexibility to work from anywhere in the UK.
Role Overview:
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 (preferred)
- 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.
Package:
- Competitive salary up to £40,000 per annum.
- Remote working arrangement
- Comprehensive benefits package
- Opportunity for professional development within a growing company.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
