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Paraplanner - remote

Closing date
24 Jun 2022

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Contract Type
Full Time
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Are you experienced Paraplanner or Trainee working towards becoming a full fledged Paraplanner, do you hold full Level 4 Diploma or close to achieving and seek a fresh new existing opportunity, then look no further I have Paraplanning opportunities that can be fully remote or hybrid, your choice ?

We are currently working with a specialist Wealth management firm who have been making many acquisitions over the past year who seek remote based Paraplanners to work closely with a leading Financial advisor.

Salary depends on experience and qualifications and level of Paraplanning experience you have, £25 - 40,000 is on offer plus 10% bonus potential , plus competitive benefits and the flexibility to be 100% remote working and the opportunity to work in a thriving environment where your talent and skills will be developed and there are opportunities for future progression.

Provide support to financial advisers and their clients by compiling research, writing suitability reports and answeringtechnical queries.

To have a thorough understanding of the administration process, client file requirements and FCA requirements.2. To deliver a personalised and high quality service to clients.3. Preparing and maintaining compliant client files.4. To follow Company and FCA procedures at all times.5. Attend training courses and to develop relevant knowledge, techniques and skills.6. Provision of high quality, accurate report writing for all areas of financial planning including pension transfers, trustsand IHT planning7. Prepare postal review and ad hoc letters for advisers.8. Discuss the client's needs and objectives with the relevant adviser.9. Undertake research to identify suitable solutions to meet the client's needs and objectives.10. Undertake pension, income drawdown and investment reviews.11. Prepare post meeting review letters confirming the details of the review meeting.12. Input and manage cashflow forecasting for clients.13. Provide technical support to complex client queries.14. Preparing investment material, quotes and illustrations for client meetings and suitability reports.15. Completing technical calculations including but not limited to Capital Gain Tax, bond surrenders/withdrawals,annual allowance, lifetime allowance and pension carry forward.16. Produce easily understandable recommendations to clients across the Group.17. Complete centralised research for products.18. Apply knowledge in practical situations where appropriate.19. Ensure turnaround times and deadlines are appropriately managed.20. Assist in completion of projects to enhance services within the team or wider business.21. Assist with the training and development of the Junior Paraplanner.22. Liaising and building good working relationships with advisers and providers.23. Keep up-to-date with new product, technical or legislative changes within the marketplace.24. To work as part of a team alongside the firm's advisers and administrators to provide clients with a professionalongoing Financial Planning experience
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