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Paraplanner - Home Based

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mbf

3mo ago

  • Job
    Full-time
    Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • Leicester
    Remote

AI generated summary

  • You need wealth management experience, a minimum Diploma in Financial Planning, prior paraplanning experience, and strong report writing skills. Advanced Diplomas are a plus.
  • You will provide technical paraplanning support to Senior Financial Planners, collaborating closely with Planners and Administrative staff for efficient operations.

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 Paraplanner position fully remote?

Yes, this role is 100% remote, allowing you to work from anywhere in the UK.

What is the salary range for this role?

The salary offered for this position is up to £47,000, in addition to bonuses and benefits.

What qualifications are required for this position?

Candidates should hold at least the Diploma in Financial Planning, with those possessing Advanced Diploma Qualifications having an advantage.

Is previous Paraplanning experience necessary?

Yes, previous Paraplanning experience is required for this role.

What kind of support is provided for professional development?

The organisation offers full support for further qualifications, including financial assistance and study leave for exam preparation.

Will I receive administrative support in this role?

Yes, you will have support from Financial Planning Administrators who will assist you with administrative tasks.

Are there opportunities for career progression within the company?

Yes, there are excellent career development opportunities available within the organisation.

Will I be provided with equipment to work from home?

Yes, you will receive all necessary hardware and software to complete your job efficiently while working remotely.

Is report writing a key part of this job?

Yes, being a competent report writer is an important requirement for this position.

What type of clients will I be working with?

You will be working closely with Senior Financial Planners and their ultra-high-net-worth (UHNW) clients.

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mbf

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.