Home based Paraplanner

Posted 2 July by Recruit UK

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Job Title: Home-based Paraplanner position

Industry: Financial Services

Location: UK Wide

Salary: £36,300

Job Reference: 9058

Job Description: Home-based Paraplanner position

Recruit UK is working on a unique opportunity for a fully remote Paraplanner, UK Wide to join a well-established Independent Financial Advice company.

Our client is award-winning and is one of the Largest Chartered Financial Planning firm’s in the UK. They are looking for Paraplanners to work fully remote, joining an experienced Paraplanning team.

You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Ideally you will have experience utilising O&M Pensions, Select-a-Pension and using Wraps and Platforms.

This is a fantastic opportunity to work 100% home based, joining a nationwide and prestigious company, and excel your career as a paraplanner.

What’s in it for you: Home-based Paraplanner position

  • Starting salary £36,300
  • Fully Remote - Home based
  • Flexible Working hours
  • Head Offices in Cheshire
  • Pension Contribution
  • Private Medical Insurance
  • DIS
  • Ongoing study support and support with exams

Skills and experience required: Home-based Paraplanner position

  • Level 4 Diploma (as a minimum)
  • 2 Yrs+ Experience as a Paraplanner in an IFA/Wealth Management firm
  • Excellent communication skills, both verbal and literate
  • Organizational and analytical skills

Required skills

  • Analytical Skills
  • Financial Advice
  • Paraplanning
  • Independent Financial Advice

Application questions

Level 4 Diploma in financial advice qualified?
Must have good paraplanning experience?

Reference: 53012402

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