Paraplanner - Home Based
2 weeks ago
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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