Join to apply for the Paraplanner role at Cloudium Systems
1 week ago Be among the first 25 applicants
Join to apply for the Paraplanner role at Cloudium Systems
Get AI-powered advice on this job and more exclusive features.
* We're Hiring: Paraplanner
* Remote Working
* Full-time | Permanent
We're currently on the lookout for a Paraplanner to join our growing team on a full-time, permanent basis. This is a remote role, meaning you'll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.
The Role
Our Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs. You'll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it's information gathering, planning, or creating reports, your expertise will help ensure we continue providing outstanding client service.
What You'll Be Doing
Here's a snapshot of what your day-to-day might look like:
* Supporting consultants with technical and investment advice across all areas of wealth management
* Preparing, reviewing, and updating proposals, letters, and reports always keeping the clients' goals and risk profile front of mind
* Assisting with the delivery of the Group's products and services, including cash management, tax products, and bespoke client solutions
What You'll Bring
* Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
* Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
* Solid understanding of current regulations, legislation, and compliance procedures
* This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required
What You'll Get in Return
We're committed to your personal and professional development and we don't just talk about career progression, we actively support it. On top of that, you'll get:
* Group Pension
* Life Assurance
* Income Protection
* Health Cash Plan
Our benefits are flexible too, so you can tailor them to suit your needs. Plus, there are loads of social and charity events to get involved in, so you'll be part of a company that gives back and has fun doing it.
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Investment Advice
#J-18808-Ljbffr