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Join Our Clients Dynamic Team as a Remote Paraplanner!
Are you a skilled and proactive Paraplanner with a passion for financial planning? If so, our client is a growing financial services business who are looking for someone like you join their established team.
What You'll Do:
- Client File Management: Ensure compliance paperwork is complete, confirm client risk profiles, and collaborate with advisers
- Preparing Recommendations: Conduct research, perform due diligence, and draft recommendation reports
- Implementing Recommendations: Prepare suitability letters, manage documentation, and finalise reports
- Review and Analysis: Regularly review client portfolios, assess investment suitability, and conduct investment analysis
What They are Looking For:
- Level 4 Diploma in Financial Planning with a desire to work towards Chartered status
- Knowledge in Trusts, Pension Income Options, Financial Protection, and Financial Planning Practice
- Strong report writing and communication skills
- Proficiency in IT and regulatory frameworks
- Excellent time management and multitasking abilities
What They Offer:
- Salary £35,000-£48,000 DOE
- Remote working & flexible hours
- 25 days + 8 days bank holidays (increasing with service)
- 4% matched pension contribution
- Study support towards Chartered status
- Comprehensive benefits including death in service and private medical cover
- Annual salary review and bonus scheme
Ready to take the next step in your career? Submit your CV or contact Pauline Low at Reed Financial Services on or on LinkedIn if you have any questions
Apply now and make a difference!
