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Paraplanner - Home Based

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mbf

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Accounting & Tax
    Banking & Finance
  • Birmingham
    Remote

AI generated summary

  • You should be experienced in Wealth Management/Financial Planning, hold at least a Diploma in Financial Planning, have prior Paraplanning experience, and be a skilled report writer.
  • You will provide technical paraplanning support to Senior Financial Planners, collaborating closely with planners and administrative staff to facilitate effective financial planning.

Requirements

  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.
  • You must have previous Paraplanning experience and should be a competent report writer.

Responsibilities

  • Our client is a highly reputable Wealth Manager with offices across the UK.
  • Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
  • You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.

FAQs

Is this position fully remote?

Yes, this role is 100% remote and can be done from anywhere in the UK.

What is the salary range for this Paraplanner position?

The salary for this position is up to £47,000, depending on experience, along with bonuses and benefits.

What qualifications are required for this role?

Candidates must hold at least a Diploma in Financial Planning, with those holding Advanced Diploma qualifications having an advantage.

Is previous experience necessary for this role?

Yes, candidates must have previous Paraplanning experience and should be competent report writers.

What support is offered for further qualifications?

The organization provides full support to attain further qualifications, including financial support and study leave.

Will I receive the necessary equipment to work from home?

Yes, you will be provided with all the hardware and software necessary to complete your job efficiently while working from home.

Are there opportunities for career advancement?

Yes, the organization offers excellent career development opportunities and supports training and development for employees.

Who will I be working closely with in this role?

You will have a close working relationship with Senior Financial Planners and Financial Planning Administrators.

What kind of clients will I be working with?

You will be working alongside Senior Partners and their Ultra High Net Worth (UHNW) clients.

What benefits are included in the package?

The benefits package includes competitive salary, bonuses, support for further qualifications, and excellent opportunities for professional growth.

talent solution experts within financial services and general insurance

Human Resources
Industry
11-50
Employees
2012
Founded Year

Mission & Purpose

We’re a leading recruitment agency specialising in the financial services and insurance sectors across the United Kingdom. With our deep industry expertise, we excel in connecting top talent with leading companies across various areas, including wealth management, insurance, asset management and more. What sets us apart in our commitment to delivering exceptional results? We combine proven recruitment methods with cutting-edge AI integration to enhance our efficiency and effectiveness. By harnessing the power of both tradition and innovation, we ensure a seamless and successful recruitment process. Our dedicated team understands the unique needs of our clients and candidates, enabling us to make tailored matches that drive mutual success.