Home Based Paraplanner - mbf. : Job Details

We’re currently partnering with a global financial services business, with offices across the UK, to recruit for an experienced Paraplanner to join their team.

This role offers the flexibility of remote work, allowing you to support high-quality financial advice from the comfort of your home.

Our client is a globally recognised leader in financial services, known for their expertise in wealth management, retirement planning, and holistic financial advice. With a strong national presence and a reputation for excellence, they are dedicated to helping individuals, families, and businesses secure their financial futures through comprehensive planning and personalized solutions.

Their Wealth Planning division is a cornerstone of their UK operations, offering a wide range of services that encompass retirement, investment, protection, and tax planning. This client-centered approach, combined with their forward-thinking philosophy, allows them to deliver tailored solutions to meet the evolving needs of clients across the UK.

As a Paraplanner, you’ll be a key support to the Financial Planners, helping to provide clients with tailored advice across retirement planning, investments, protection, and tax planning. This is a hands-on position where your expertise will play an integral role in shaping financial recommendations and client outcomes.

• Report Preparation: Craft personalized and professional advice reports for clients, ensuring each recommendation is tailored to individual needs.

• Client Solutions: Use your research and analytical skills to identify the best solutions for clients, leveraging a variety of financial tools.

• Technical Expertise: Address technical queries confidently and ensure that advice remains current and compliant.

• Team Collaboration: Work closely with Financial Planners and Administrators to provide seamless support, embodying a client-focused approach.

• Standards Compliance: Maintain high advice standards and adhere to best practices in financial planning.

• Level 4 Diploma in Financial Planning and experience as a Paraplanner. Chartered exams would be considered advantageous.

• Proficiency in preparing technical advice reports with strong attention to detail.

• Strong communication skills and the ability to work independently as well as part of a team.

• Knowledge of financial providers, investment platforms, and cash flow modelling tools is beneficial.

• Competitive Salary: Up to £50,000, plus a 10% annual bonus.

• Comprehensive Benefits: Including 25 days of annual leave, with options to buy or sell additional days, private medical cover, life assurance, income protection, and excellent pension contributions.

• Professional Development: Full support for CII & CISI exams to help you progress your career.

• Flexible Work Environment: Embrace a balanced work-life setup with hybrid and home-based options tailored to your needs.