Wealth Management Support Consultant
3 weeks ago
Company Overview
facilit8 Business Support provides exceptional, tailored business assistance to dedicated financial advisers, planners, and mortgage professionals. Our offerings are crafted to enable our clients to optimize their time, concentrate on their primary functions, expand their operations without the necessity for extra personnel, and attain a more favorable work-life equilibrium.
Position Overview
This is a full-time remote opportunity for a Paraplanner at facilit8 Business Support. The Paraplanner will play a crucial role in aiding our financial adviser clients to document compliant financial recommendations and ensure high-quality submissions for regulatory approval.
Key Qualifications
- Expertise in Financial Planning and Investments
- Strong Analytical Skills and Financial Acumen
- Proficiency in Report Writing
- Meticulous attention to detail and precision
- Outstanding communication and interpersonal skills
- Capability to work autonomously and collaboratively within a remote team
- Relevant Qualifications such as a Level 4 diploma are essential
Compensation and Benefits
- Salary: £25,500 - £38,000 per annum (based on experience)
- Remote Work Opportunities
- Flexible Working Hours - between 7am and 7pm, Monday to Friday
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