Paraplanner

Reward Recruitment

Posted 2 days ago, valid for 24 days

Winchester, Hampshire SO23 9PA, England

Full Time

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Sonic Summary

The Paraplanner position is a remote role available across the UK, offering a salary of approximately £42,500, along with bonuses and benefits.
Key responsibilities include preparing financial plans, suitability reports, cash flow modeling, and supporting client meetings.
Candidates should possess a Diploma Level Four qualification or be close to achieving it, with a strong desire to attain Chartered or Certified financial planner status.
Experience in report writing, investment research, and proficiency with financial planning tools is essential for this role.
Interested applicants are encouraged to send their CV to Stuart at Reward Recruitment Limited or contact him directly.

Paraplanner

Remote UK Wide

c. £42,500, plus bonus and benefits

Duties and responsibilities include:

Prepare Financial Plans, Suitability Reports and Letters.
Cash flow modelling and forecasting.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
Assist with client meetings when required, including note taking and follow up any actions as required.
Manage your own workflows and tasks.
Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
Good understanding of the financial planning process and associated compliance aspects.
Driven and focused with the ability to complete tasks under pressure on time and right first time.
Experience of report writing and conducting investment and product market research.
Technically proficient across all areas of financial planning, especially pensions.
Ability to use technical financial planning tools, financial modelling and back office software.

How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on

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