Paraplanner £30k-£33k - Remote Working Available

Zoek Pin Work From Home

Remote Working

Permanent (Full time)

Posted 11 days ago

JOB TITLE: Para Planner Level 4 Qualified
LOCATION: Stamford
SALARY: £30,000 - £33,000 Dependent of experience
MUST HAVES: You will have Level 4 Para Planning Qualification and min 2 year's experience
Working Hours: 9:00 - 17:00 - Remote Working Available

The COMPANY
The client is a large and successful IFA business that has been establish for over ten years. They offer Independent financial advice to clients across the midlands and beyond. The client is looking for a senior Para Planner with experience in the role to join a friendly and close team.

The ROLE
The successful Para Planner will be required to:
Support individual IFA's work from beginning to end
Provide high end technical paraplanning training and support to the financial advisers
Provide support to a dedicated IFA
You may be asked to provide general assistance to the Directors/Managers
Carry out financial analysis and draft recommendation reports/letters for review and sign off by the advisers
Prepare and compile financial analysis and reports
Ensure that all compliance and regulatory standards are met and report any breach to the Compliance Manager
Ensure that all client requirements are followed through to the appropriate conclusion.
Keep up to date with legislation and maintain an understanding of FCA regulations and guidelines
Develop and maintain all Paraplanning processes

The CANDIDATE
Our client is looking for a Para Planner with the following experience:
Retirement Planning
Investments
Mortgage Knowledge
Protection
Estate Planning
Friendly, personable, with the ability to adapt to varying situations
Analytical with a keen eye for detail
Minimum Level 4 paraplanning qualification

ALTERNATIVE JOB TITLES: Paraplanner, IFA, Para Planner, Para Planning, Financial Administrator, Finance, Financial Planner, Wealth Management, Financial Planning Specialist, Financial Planning Analyst, Advisory, Client Services Administrator, associate financial analyst, associate financial planner, Certified financial planner, Certified financial planner (cfp), Chartered financial analyst, Accountant financial analyst, Accounting financial analysis manager

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