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Paraplanner

Rutherglen
3C Resourcing
£33,000 - £35,000 a year
Posted: 15 May
Offer description

FULLY REMOTE PARAPLANNER - NATIONAL WEALTH & INVESTMENT MANAGEMENT COMPANY. 3CResourcing are delighted to be supporting a highly successful Wealth and Investment Management company with a brand-new requirement. Due to the continued success, we are seeking an experienced, CII (or equivalent) Paraplanner to provide sound technical support to highly successful advisers and their clients. This is a remote-first role, offering flexibility and autonomy, with full systems support, regular virtual team meetings, and ongoing mentorship to help you thrive. What’s on Offer * Exceptional Benefits & Bonus structure. * Flexible, fully remote working setup and IT support * Supportive team culture with regular communication and collaboration * Team Away days & parties (paid for by company) * Ongoing professional development and clear career progression opportunities About You * Level 4 Diploma (CII or equivalent) – or working towards with strong progress * Experience in a Paraplanning or technical support role within financial planning * Excellent written and verbal communication skills * Strong understanding of financial products, platforms, and provider systems * Highly organised with great attention to detail * Self-motivated and comfortable working remotely Responsibilities * Prepare detailed and compliant suitability reports * Conduct product and provider research * Liaise with advisers to clarify client objectives and ensure accuracy * Maintain up-to-date client records and documentation * Support in the review and implementation of client advice * (For Technical Administrators) Assist with report writing, research, and admin tasks while developing your technical skills

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