Back to search
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home.
As a Paraplanner, you’ll be a key support to the Financial Planners, helping to provide clients with tailored advice across retirement planning, investments, protection, and tax planning. This is a hands-on position where your expertise will play an integral role in shaping financial recommendations and client outcomes.
Key Responsibilities:
- Report Preparation: Craft personalised and professional advice reports for clients, ensuring each recommendation is tailored to individual needs.
- Client Solutions: Use your research and analytical skills to identify the best solutions for clients, leveraging a variety of financial tools.
- Technical Expertise: Address technical queries confidently and ensure that advice remains current and compliant.
- Team Collaboration: Work closely with Financial Planners and Administrators to provide seamless support, embodying a client-focused approach.
- Standards Compliance: Maintain high advice standards and adhere to best practices in financial planning.
What You’ll Bring:
- Level 4 Diploma in Financial Planning and experience as a Paraplanner. Chartered exams would be considered advantageous.
- Proficiency in preparing technical advice reports with strong attention to detail.
- Strong communication skills and the ability to work independently as well as part of a team.
- Knowledge of financial providers, investment platforms, and cash flow modelling tools is beneficial.
What’s in It for You?
- Basic salary to £47,000
- Comprehensive Benefits: private medical cover, life assurance, income protection, and good pension contributions and much more.
- Professional Development: Full support for CII & CISI exams to help you progress your career.
- Flexible Work Environment: Our client offers flexible working arrangements, with the preference for office attendance once a fortnight or once a month.
