Paraplanner - Fully Remote

3 weeks ago


City of London Greater London, United Kingdom Financial Divisions Full time €40,000

Paraplanner (fully remote)

My client is a highly successful Financial Adviser who has recently started their own boutique independent practice, and now needs to recruit a competent, technically skilled diploma qualified paraplanner to provide 100% support to her and her longstanding clients. As a boutique business the role will be fully remotely based with monthly team meetings and periodic training sessions in the City of London. Conducting research based on meeting clients financial needs and objectives

Understanding investment portfolio analysis

Compiling investment/pension/protection illustrations and documentation

Supporting with ad hoc projects and tasks where required

Using research tools / systems to complete detailed analysis

Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times

Overall knowledge of key areas of financial planning and advice - Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.

An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience

The ability to interpret complex planning into clear and concise reports

Excellent Word and Excel skills

Remote working/work at home options are available for this role.



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