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Remote Paraplanner

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icon briefcase Job Type : Full Time
icon remote-alt Remote / Work from Home

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Job Description - Remote Paraplanner

Remote Paraplanner
  • Annual Salary: £30,000 - £35,000
  • Location: Remote (UK-based)
  • Job Type: Full-time

Join an award-winning team at a leading financial planning and discretionary investment management firm. I am seeking a high-calibre Paraplanner with excellent communication skills and the ability to process work efficiently and effectively. This role offers the opportunity to be part of a culture that values fun, growth, and excellence in customer service.

Day-to-day of the role:
  • Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems.
  • Work seamlessly with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner.
  • Maintain client confidentiality and adhere to data protection and other legislative responsibilities.
  • Seek opportunities for continuous improvements and provide feedback to your line manager.
  • Be flexible and tackle a variety of tasks on behalf of the team.
  • Undertake Continuous Professional Development (CPD) to meet regulatory requirements.
Main duties and responsibilities:
  • Log and manage paraplanning requests from advisers.
  • Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more.
  • Assist the Pension Switch Team as needed.
  • Ensure the adviser has sufficient client information recorded within the back-office system.
  • Conduct provider and fund research as required and produce quotes/illustrations.
  • Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information.
  • Seek approval from the adviser and finalise suitability reports, including any remedial work as specified.
Required Skills & Qualifications:
  • Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6.
  • At least 2 years of experience in the Financial Services sector and 1 year in a Trainee Paraplanning role.
  • Proficiency in Financial Services back-office systems and computer literacy with knowledge of Word and Outlook.
  • Excellent planning, organisation, and time management skills.
  • Demonstrated problem-solving skills and a positive, can-do attitude.
  • Ability to deliver high-quality work and use good judgement and initiative.
  • Proven experience in working remotely and as part of a team.
Benefits:
  • Up to £35k
  • 25 days’ holiday plus bank holidays.
  • Life assurance, income protection, and a pension.
  • Access to a flexible benefits platform.
  • Opportunity to work in a flexible environment that champions diverse working patterns.

If you are passionate about financial planning and looking for a role that combines challenge with opportunity, please submit your CV and a cover letter detailing your relevant experience and why you are interested in joining our team.

Original job Remote Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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