Remote Paraplanner

Location

This is a remote position, offering the flexibility to work from anywhere in the UK.

As a Paraplanner, you will play a key role in assisting with report writing, conducting research, and offering technical expertise to ensure clients receive the highest standard of financial advice.

• Collaborate with Advisors to prepare comprehensive and accurate client reports.
• Conduct thorough research on financial products, investment opportunities, and regulatory changes.
• Provide technical support to Advisors, offering insights and recommendations on complex financial matters.
• Assist in the development of financial plans and strategies tailored to individual client needs.
• Maintain up-to-date knowledge of industry regulations and best practices.
• Assist with Letters of Authority

• Proven experience in a similar role within the financial services industry.
• Strong analytical skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple tasks efficiently.
• Proficiency in financial planning software and Microsoft Office Suite.

• Competitive salary up to £38,000 per annum.
• Remote working arrangement
• Opportunity for professional development within a growing company.