Remote Paraplanner

This Remote-based Paraplanner
job provides opportunity to join a quality, Chartered Financial Planning firm.

You will be joining their head
office support staff team including Paraplanners and Administrators, who
provide quality, technical support to their team of Chartered Financial
Planners.

As a Paraplanner, you will be
focused on providing technical support including:

• Preparing and writing suitability letters and reports
• Conducting research and analysis into financial solutions for
  clients including income planning, IHT and tax calculations, trust
  solutions and cashflow planning
• Managing platform process including onboarding, planning completion
  and set up
• Managing project work which may include seamless transition for
  acquired client banks
• Liaising with Advisers and their clients
• Preparing letters based on the Adviser’s recommendations

Full job description available,
detailing full scope of the role

Paraplanner Requirements

• You must be Level 4 Diploma qualified in Financial Planning or
  equivalent
• You should be a current Paraplanner with experience of research,
  analysis and report writing
• You should have excellent communication skills

The Company

Our client has been established
for over 40 years, providing Wealth Management, Financial Planning and DFM
services to c600 clients. They have £400m FuM and have plans to continue
growing.

Paraplanner Benefits

• Salary of circa £38,000 – £55,000
• Full-time or part-time considered
• Plus company benefits available immediately include group life
  cover, group income protection
• Upon completion of probation, private medical insurance, health
  cash plan, cycle to work scheme, workplace pension with employer
  contribution of up to 5% of your salary provided this is matched by you
• Remote based role with regular trips to either their Bristol or
  London offices
• Typical working hours of Monday to Friday, 9am to 5:30pm with 1
  hour for lunch
• 25 days annual leave (rising up to 30 days) plus bank holiday, plus
  1 day’s birthday leave and 1 day for charity / community work each year

Location

Remote based

Call us now on 0208 0044 154 or click Apply

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