Paraplanner - 4 days a week from home - mbf. : Job Details

Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning. This business prides itself on providing a tailored service to clients across the UK.

The role

Our client is seeking a Paraplanner to join their thriving Private Wealth team. In this role, you will provide vital technical support to Financial Planners, playing an integral part in the advice process.

Key Responsibilities

• Prepare technical advice reports tailored to each client, ensuring a professional yet personalised approach.
• Utilise your initiative to find effective solutions for client needs through research and financial tools.
• Handle technical queries confidently, staying up to date with industry knowledge.
• Collaborate with Financial Planners and Administrators to deliver personalised advice solutions.
• Ensure all client and colleague interactions are conducted with respect, adhering to advice standards.

What our client offers

• Competitive salary of up to £50,000
• Good annual Bonus
• Hybrid working model (1 day in the office & 4 days remote)
• Comprehensive benefits package

To be considered you should have:

• A minimum of 2 years experience as a Paraplanner
• Diploma in Financial Planning (Level 4)
• Strong verbal and written communication skills
• Ability to produce detailed technical advice reports
• Knowledge of investment platforms, pension products, and business processing
• Attention to detail, with excellent analytical and problem-solving skills