Paraplanner - Home Based

2 weeks ago


West Yorkshire, United Kingdom mbf. Full time

Wealth Management Paraplanner Position - National Financial Planning Firm

100% Remote Role, all across the UK

Compensation: up to £52,000 + Bonus + Benefits

We are collaborating with a prominent Wealth Management firm in the search for an experienced Paraplanner. Your main task will be to cooperate with a Senior Partner and their UHNW clientele.

Role Insights:

  • The company is well-established and has offices throughout the UK.
  • They are looking for an adept Paraplanner to offer technical support to the Senior Financial Planners.
  • You will closely collaborate with both Planners and Financial Planning Administrators, who will assist you with administrative tasks.

Requirements:

  • Applicants need to have solid experience in Wealth Management/Financial Planning and at least hold the Diploma in Financial Planning. Those with Advanced Diploma Qualifications will be at an advantage.
  • Prior experience in Paraplanning and proficiency in report writing are essential.

Benefits:

  • Competitive salary, potentially reaching £52,000 based on experience.
  • The company will fully support you in obtaining further qualifications and offers a comprehensive benefits package.
  • Opportunities for future growth within the organization are promising.
  • If you opt for remote work, the company will provide the necessary hardware and software for optimal job performance.
  • Known for its commitment to training and development, the organization ensures full support for additional exams through study leave and financial assistance.
  • You will be part of a renowned and esteemed organization that provides excellent career advancement prospects.

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