We are working on an excellent opportunity for a remote based Paraplanner to join a growing financial planning firm with presence across the South West. There is only a requirement for you to travel to the office once a quarter for a team meeting.
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 but part qualified will be considered
- Technical knowledge across financial products
- Ideally have worked within a paraplanning role
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
Part qualified candidates will be considered providing you have paraplanning experience.
- Discretionary bonus
- 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 remote paraplanning role please click apply we have two vacancies available!