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Job description

We are working exclusively with a boutique financial planning firm looking to take on their next Paraplanner due to increased levels of work.

This is a fully remote based role which will see you have a few weeks of training when you first join in their Wiltshire office (expenses are covered) and then once a month maximum for team meetings.

This role is open to full time applicants, part time or those needing flexible hours!

If you are wanting to join a firm, that really cares about you as an individual, where you are a part of the client journey from start to finish and not working for a large corporate this could be the right opportunity for you!

We have worked with this firm for 6+ years so can discuss with you the culture and the Director in detail.

This role is paying up to £45k and they will consider both part and fully qualified individuals. Its far more important to find the right fit.

Duties will include but will not be limited to:

  • Prepare quality and technically accurate client suitability reports
  • Research suitable funds for clients
  • Maintain the client back office system
  • Keep up to date with new legislative changes
  • Working closely with Financial Advisers and Administrators to ensure a high standard of advice and service to clients
  • Producing all the relevant paperwork for the client, on behalf of the Adviser, including quotations, illustrations and valuations
  • Dealing with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
  • Providing professional customer service to new and existing clients via telephone, email

Please click apply for further information on this remote based paraplanning role!

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