Position: Paraplanner
Location: Home-based/Remote
Minimum Requirements: Minimum 2 years' Paraplanning experience within an IFA environment; Level 4 qualification (CII Diploma in Regulated Financial Planning); Intelligent Office experience
Salary/package: Up to £40,000 (depending on experience) + bonus + 25 days' annual leave + healthcare + pension (5%, 5%) + study support + DIS + various other benefits
YOUR NEW COMPANY
Our client is a successful, award-winning UK-wide IFA network with head quarters based in Horsham, West Sussex. The company has significant plans to grow over the next 6 months and has just started the search for a home-based Paraplanner to join its rapidly-expanding paraplanning team.
THE ROLE
Reporting to the firm’s Paraplanner Manager, the home-based Paraplanners’ key duties will include:
* Undertaking research to reach conclusions and recommendations for clients
* Preparation of suitability letters
* Involvement in the company’s research processes including platform due diligence
* Handling some client correspondence on behalf of the Financial Advisers
* Working alongside the Financial Advisers on advice strategies
* Using Intelligent Office as a back office system
REQUIREMENTS:
Candidates interested in the home-based Paraplanne...