Paraplanner- Fully Home Based - #1674474

What will you be doing?

We’re seeking a talented individual to join our remote based central team which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.

What’s in it for me?

As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.

This is a fully remote role

As a Paraplanner, your responsibilities will include among others:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions


• Carry out any necessary technical research


• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times


• Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved


• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required


• Responsible for managing process, tasks and complying with FCA guidelines

Qualifications

To be successful in this role

• Must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning


• Level 6/Chartered status would be an advantage, as would AF7

Additional information

As a colleague here you will have access to benefits that include:

• Competitive salary


• Private medical insurance


• Life assurance


• Pension contribution


• Hybrid working model (role dependant)


• Generous holiday package


• Option to purchase additional holiday


• Shared parental leave