Paraplanner

Paraplanner (Remote)

• Annual Salary: £33,000 - £38,000
• Location: Remote (UK-based)
• Job Type: Full-time

We are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs.

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 collaboratively 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 improvement and provide feedback to your line manager.
• Undertake a variety of tasks flexibly on behalf of the team and engage in 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 in ensuring that the adviser has sufficient client information recorded within the back-office system.
• Conduct provider and fund research as required and produce quotes/illustrations using various tools.
• Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information.
• Seek approval from advisers and finalise suitability reports, including any necessary remedial work.

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, with a minimum of 1 year in a Trainee Paraplanning role.
• Proficiency in Financial Services back-office systems and computer literacy.
• Proven experience in working remotely and as part of a team.

Benefits:

• Up to £38k
• 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 and supportive environment.

If you are passionate about delivering high-quality results and thrive in a flexible working environment, we would love to hear from you. Please submit your CV and cover letter detailing your relevant experience and why you are interested in this Paraplanner position.