Full job descriptionRemote Paraplanner
£40,000 - £50,000
Part of the central team, supporting on technical cases.
We’re recruiting for a friendly, independent financial planning firm that genuinely values its technical team. You’ll become a trusted part of the advice process, be able to discuss ideas with other paraplanners, research solutions, produce high-quality suitability reports and help deliver excellent client outcomes.
Benefits:
*£40,000 - £50,000
*Flexible hours, normally 9 to 5 pm
*Remote, although it would be great if you can go into the office occasionally
*Pension
*Death in Service
*Support towards Chartered status
*Friendly, collaborative team
To be considered for this paraplanner position:
*CII Level 4 Diploma qualified
*Previous paraplanning experience within an IFA or wealth management firm
*Strong technical knowledge across pensions, investments and tax planning
*Experience producing complex/ technical suitability reports
Apply today to be considered for this Paraplanner opportunity. If this vacancy isn’t the perfect fit, please do still get in touch as we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.
Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.
Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support