Paraplanner

This is a fully remote position, open to applicants in United Kingdom.

📋 Description

• Assist 1-2 Financial Advisers during client meetings

• Draft suitability reports covering a diverse array of advice types, financial products, and investment solutions

• Conduct any required technical research

• Ensure client records include adequate Know Your Client (KYC) information

• Guarantee that the preparation of client advice meets the highest standards

• Communicate efficiently with the Financial Planners

• Oversee processes, tasks, and adherence to FCA guidelines

⛳️ Requirements

• Must hold a Financial Planning CII Level 4 qualification or higher

• Proven experience in paraplanning with a solid technical knowledge base

• Established track record of delivering written financial advice

• Experience in preparing suitability reports while researching and analyzing products

• Strong understanding of financial products

• Excellent organizational and prioritization abilities; capable of working independently as well as collaboratively

• Outstanding communication skills, both written and verbal

• Effective stakeholder management with strong influencing capabilities

• Essential literacy, numerical, and analytical skills

🏝️ Benefits

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (depending on the role)

• Generous holiday package

• Option to purchase additional holiday

• Shared parental leave

• Fully funded training for professional qualifications

• Cycle to work scheme

• Season ticket loan

• Eye care support