Paraplanner

Position: Paraplanner (Permanent)
Salary - £35,000 - £40,000 depending on experience

Location – Remote

Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions.

They are currently recruiting an experienced Paraplanner to join their growing team on remote basis. We will consider applicants based anywhere in the UK for this role.

The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company.

You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners.

To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Requirements

At least 2 years in a Paraplanning role

Level 4 Diploma Qualified or working towards

A team player who enjoys a collaborative environment as well as ability to be self- motivated whilst remote working

Highly industrious and pro-active approach with the ability to anticipate Adviser needs

Adept at seamlessly pulling together all strands of a case from Administrative through to Compliance and Technical to work with the Adviser to serve the client`s best interests

Highly positive and personable individual who can stay calm under pressure

Open and approachable demeanour with solid communication skills

Key responsibilities

High quality technical support

Fund and product research & cash flow modelling

Writing bespoke and compliant suitability reports

Preparing client portfolio review analysis

Overseeing the implementation of investments

Liaising with team Administrators to ensure general client administration is kept up to date.

Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

Carrying out all tasks in a manner consistent with compliance procedures.

Preparation of existing client files ready for reviews.

Ensuring all client files are compliant on an ongoing basis