Paraplanner - Home Based
7 days ago
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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