Paraplanner

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

📋 Description

• Develop precise, detailed, and customized financial planning reports for both new and existing clients across a comprehensive array of products and advisory areas.

• Evaluate client information and conduct thorough research.

• Convert proposed advice into well-organized recommendations.

• Ensure that reports comply with internal standards, external regulatory requirements, and meet the individual needs of clients.

• Take ownership of work quality and verify the accuracy of reports.

• Provide peer reviews for colleagues as needed.

• Ensure that client and advisory information is accurately documented within systems.

• Respond swiftly to inquiries, requests, and instructions from both internal and external clients.

• Participate in projects and offer support to colleagues remotely.

• Identify opportunities to enhance processes, boost productivity, and improve the overall client experience.

⛳️ Requirements

• Qualified with a Level 4 Diploma; Chartered or Level 6 status is appreciated but not required.

• Proven experience in generating clear, accurate, and compliant financial planning reports.

• Strong technical expertise and a solid understanding of regulatory requirements.

• Exceptional written communication skills and meticulous attention to detail.

• Capability to independently manage priorities in a fast-paced environment.

• A proactive and collaborative approach to client service and ongoing improvement.

🏝️ Benefits

• Home-based working arrangements.

• Flexible working options, including the ability to choose when hours are worked, hybrid working, job sharing, and reduced hours.

• 30 days of holiday.

• Private medical insurance.

• Life insurance coverage.

• Matched pension contributions of up to 21%.

• Continuous professional development and support for obtaining relevant qualifications.

• Reasonable workplace adjustments, including flexibility in office attendance, location, and working patterns.

• Disability Confident Scheme interview guarantee for eligible candidates.

• Reasonable adjustments offered throughout the recruitment process.