Join to apply for the Paraplanner role at TieTalent
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Join to apply for the Paraplanner role at TieTalent
ePeople is recruiting for a leading financial advisory and wealth management firm seeking an experienced Paraplanner to join their growing team. This is a remote role with occasional travel to their London headquarters.
The ideal candidate will have strong experience in financial planning, suitability report writing, and technical research within an FCA-regulated environment.
Responsibilities
* Prepare accurate suitability reports, investment proposals, and recommendation letters in line with FCA regulations.
* Conduct technical research across pensions, investments, protection, estate planning, and tax-efficient solutions.
* Support financial advisers in delivering high-quality client service.
* Liaise with product providers to obtain up-to-date policy information and valuations.
* Ensure compliance with internal procedures and current legislation.
* Collaborate with advisers, administrators, and compliance teams to progress cases efficiently.
Key Skills & Experience Required
* Minimum of 3 years experience as a Paraplanner within a financial advisory or wealth management setting.
* Qualified to Diploma in Financial Planning (DipPFS) or equivalent (or working towards).
* Strong technical knowledge of pensions, investments, and protection products.
* Proficient in financial planning software (e.g., Voyant, Truth, Intelligent Office) and Microsoft Office Suite.
* Excellent communication skills, high attention to detail, and strong organisational ability.
Benefits
* Flexible remote working with occasional HQ visits.
* Professional development and exam support towards Chartered status.
* Exposure to a diverse and high-value client base.
* Collaborative and supportive team environment.
TITL1_UKTJ
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
* Industries
Technology, Information and Internet
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