Full job descriptionParaplanner – Remote
Attached to either Hereford or Truro
About the roleJoin a growing financial services business supporting independent financial advisers across the UK. You’ll produce accurate, compliant and well-researched recommendations that help deliver excellent client outcomes.
Key responsibilities*Manage paraplanning requests and support new business across protection, investments and pensions.
*Review client information, identify gaps and liaise with advisers.
*Research providers, funds, risk, performance and charges.
*Prepare quotations, illustrations, cash-flow forecasts and suitability reports.
*Ensure work meets regulatory, data protection and internal standards.
What you’ll bring*Level 4 financial planning qualification or equivalent, ideally progressing towards Advanced.
*At least two years’ financial services experience and familiarity with back-office systems.
*Excellent written accuracy, attention to detail, organisation and problem-solving skills.
*Sound judgement, discretion and the ability to work effectively both remotely and as part of a team.
PackageLocation: Remote within reasonable travel to office if required, with flexible working patterns.
Salary: Up to £40,000 depending on experience, based on 35 hours per week.
Benefits: 25 days’ holiday plus bank holidays and your birthday off, life assurance, income protection, study support, pension and flexible benefits.