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Paraplanner - Home Based

Job description

We are working on an excellent opportunity for a Paraplanner to join a growing financial planning firm in Exeter. In this role you will play a key part in delivering high quality advice and financial planning solutions to the clients. This opportunity will see you working with a number of Financial Advisers across a number of different cases!

The ideal candidate will:

  • Ideally hold the level 4 diploma
  • Technical knowledge across financial products
  • Ideally have worked within a paraplanning role remotely

Your role will include but will not be limited to:

  • Analysing client data and undertaking research
  • Preparing cash flow forecasts and bespoke recommendation reports
  • Providing technical support to the advisory and administration teams
  • Maintaining client records
  • Ensuring our advice and client files meet FCA requirements
  • Managing individual work-flow and task delivery
  • Keeping up to date with all relevant product, legislative and technical changes
  • Undertaking reasonable additional or other duties from time to time as are necessary to meet the needs of the business

This is a fully remote based role with minimum travel to the office (once every few months).

Part qualified candidates will be considered providing you have paraplanning experience.

Benefits include:
4x DIS after 6 months.
4% employer pension contribution, increasing to 5% in 2023.
25 days holiday, increasing by 1 day every 2 years up to 30.

For further information on this paraplanning role please click apply!

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