We are working with a leading Independent Financial Adviser (IFA) firm with a strong reputation for delivering high-quality, client-focused financial planning solutions across the UK. At a time of significant growth and innovation within their business they are looking to expand their team and are looking for a talented and experienced Paraplanner.
This role is pivotal in supporting our Financial Advisers in delivering exceptional advice and service to our clients. Working remotely as part of our collaborative, high-performing team, you will be responsible for preparing high-quality financial planning reports, conducting research, and ensuring compliance with regulatory requirements. You’ll be a proactive and detail-oriented professional with a passion for delivering high-quality financial planning support. Comfortable working remotely, you’ll be organised, communicative, and confident collaborating with a wider team virtually.
Minimum 3 years’ experience in a Paraplanning role within an IFA or financial planning firm.
Strong understanding of financial products, compliance standards, and industry regulations.
Proficiency in financial planning software and Microsoft Office suite.
Ability to manage multiple tasks and meet deadlines in a remote working environment.
Hold the Diploma for Financial Advisers (DipFA) or an equivalent Level 4 financial planning qualification
(CII Diploma in Regulated Financial Planning).
~ Fully remote working, full time hours - degree of flexibility with how thats worked.
Opportunities for continued professional development and career progression.
Very competitive salary and benefits package including a very attractive Pension plan.