An opportunity has become available for a Paraplanner in Essex to join a growing financial planning firm that are offering Remote working with travel to the office once a month!


They are looking for an individual that holds their level 4 diploma and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.


Your role will include but will not be limited to:

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
• Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives
• Conduct fund research
• Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there
• Preparation of fund switch and encashment letters according to advice provided
• Obtain applications, key features documents, fact-sheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice provided
• Liaise with Product Providers / Third Parties regarding any technical queries

Benefits include:

• x4 DIS
• 25 Days holiday with opportunity to buy more
• 5% Pension - 3% employee
• PMI
• Income Protection
• Full exam support

The ideal candidate will:

• Level 4 diploma qualified
• Good understanding of the Financial Planning process
• Strong interpersonal skills, both written and verbal communication
• Customer service skills - providing an excellent service to the adviser and client
• Excellent planning and organisational skills
• Ability to work effectively to deadlines
• Accuracy and attention to detail to balance demands of role

This is a unique opportunity for a Paraplanner in the Essex area to join a firm on a remote basis with travel to the office once a month!

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