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.