Paraplanner - Home Based

We are working with an award winning, national independent financial planning organisation to recruit an additional Paraplanner. Our client is renowned for excellence and innovation in the financial services industry; they pride themselves on delivering exceptional service and tailored solutions to their clients throughout the UK.

Location:

This is a fully remote position with no requirement to attend an office.

Role Overview:

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.

Key Responsibilities:

• 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

Requirements:

• Level 4 Diploma qualified (preferred)
• 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.

Package:

• Remote working arrangement
• Comprehensive benefits package
• Opportunity for professional development within a growing company.