Paraplanner (Fully remote)

PARAPLANNER (FULLY REMOTE)

£40,000 to £50,000 (Dependent on experience) and benefits

Flexible on location across UK

My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning function with the addition of a (minimum) level 4 diploma qualified Paraplanner to join their Paraplanning team, all of whom are based from home with a periodic visit to a local office.

To be considered you will have proven experience in a paraplanning role preferably in an independent/whole of market practice, qualified to a minimum of level 4 diploma standard and you will possess solid knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection. You will have the ability to understand and interpret a cash flow forecast and summarise the key points.

This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure an opportunity with a growing, ambitious business, providing you with the chance to work autonomously, without continuous supervision and the ability to manage your own week. If you are a talented, experienced Paraplanner seeking this degree of autonomy and allowing you to manage your own workload then please get in touch.

CV please to jim.m@financialdivisions.co.uk