Paraplanner

Reward Recruitment

Posted 23 days ago, valid for 16 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

The Paraplanner position is a remote role available UK wide with a salary of up to £40,000, plus bonus and benefits.
The role involves preparing financial plans, suitability reports, cash flow modelling, and assisting in client meetings.
Candidates should hold a Diploma Level Four qualification and have a good understanding of the financial planning process, ideally with experience in report writing and investment research.
The position requires a driven individual who can manage workflows efficiently and improve paraplanning processes.
Applicants should be technically proficient in financial planning areas, particularly pensions, and are encouraged to apply by sending their CV to Stuart at Reward Recruitment Limited.

Paraplanner

Remote UK Wide

Upto £40,000, plus bonus and benefits

Duties and responsibilities include:

Prepare Financial Plans, Suitability Reports and Letters.
Cash flow modelling and forecasting.
Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection.
Assist with client meetings when required, including note taking and follow up any actions as required.
Manage your own workflows and tasks.
Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.

Requirements:

You will hold the Diploma Level Four qualification (or close to achieving) and have the desire to achieve Chartered and / or Certified financial planner status.
Good understanding of the financial planning process and associated compliance aspects.
Driven and focused with the ability to complete tasks under pressure on time and right first time.
Experience of report writing and conducting investment and product market research.
Technically proficient across all areas of financial planning, especially pensions.
Ability to use technical financial planning tools, financial modelling and back office software.

How to apply:

Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on

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