Paraplanner - Remote

A highly established, successful**_ Chartered Independent Financial Practice_** currently requires an experienced **_Remote Paraplanner_**, to join its friendly and vibrant team.

**An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career, on-going career development, and exam support**

It is had a policy of keeping a low profile to the public, but a much higher profile with professionals. This, we feel, has given us good rapport and a great deal of respect from its valued clients and introducers
- **Remote Paraplanner duties are varied and include**:_
- Undertaking and updating product due diligence
- Daily interaction with clients and providers
- Input of the monthly ongoing fees onto spreadsheet for the business
- Preparing information for reports, i.e., illustrations, back up information
- Assisting in valuation preparation via our platforms
- Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
- Auto enrolment knowledge would be helpful.
- **The following skills are essential as a Remote Paraplanner**:_
- Numeracy and literacy
- Accuracy and attention to detail
- Organised and efficient to enable procedures to be carried out effectively.
- Compliance knowledge required.
- Good sense of humour
- Computer literacy
- Excellent verbal and written communications.
- To work effectively in a small team
- Reliability & good time keeping
- Proficient in using MS Excel, Outlook, and Word
- **What’s in it for you????**_

A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a discretionary bonus structure dependant on ability/interaction with clients/new business.