Technical Paraplanner

This remote based Technical Paraplanner job offering home working is suitable for an individual skilled in support Financial Planners on complex cases

You will be joining a growing, national company with regional offices offices across the UK and assist in providing excellent financial planning solutions.

As a remote based Paraplanner, you will be drafted in to provide support to their regional Financial Planners where there are shortages in the paraplanning team. As such, our client is looking for a skilled individual with excellent technical paraplanning knowledge who can quickly pick up cases and provide immediate impact. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:

There might be need for you to attend the office you are supporting on a occasional basis, this would be fully expensed.

Technical Paraplanner Requirements

You should have strong experience as a Paraplanner

You should technical knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases

You should be confident undertaking research and financial calculations

You should have a willingness to help and support others

You should hold full Level 4 Diploma in Financial Planning (or equivalent)

Technical Paraplanner Benefits

Salary of up to £50,000 depending on experience plus company benefits

Excellent company benefits

Remote working

Full-time role

Locations

Home based

Call us now on (phone number removed) or click Apply

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