Paraplanner - Home Based

7 days ago


Birmingham, Birmingham, United Kingdom mbf. Full time
Paraplanner - Home Based Role

We are seeking an experienced Paraplanner to join our team on a home-based contract. As a leading employer in the Financial Planning market, we recognize the importance of offering flexibility to our staff and are happy to offer this role on a home-based contract.

The successful candidate will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing administrative support. The role will involve providing technical paraplanning support to a team of Senior Financial Planners.

Key Responsibilities:

  • Providing technical paraplanning support to a team of Senior Financial Planners
  • Working closely with Financial Planning Administrators to provide administrative support
  • Developing and maintaining knowledge of financial planning products and services
  • Assisting with the preparation of reports and presentations

Requirements:

  • Minimum of 2 years' experience in a paraplanning role
  • Strong knowledge of financial planning products and services
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for career development and progression
  • Flexible working arrangements, including home-based contract
  • Support for further qualifications and training


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