At a Glance
- Tasks: Conduct detailed research and produce high-quality suitability reports for clients.
- Company: Join a successful Wealth Management Practice with a focus on quality outcomes.
- Benefits: Fully remote role with opportunities for professional growth and development.
- Other info: Dynamic work environment with a supportive team culture.
- Why this job: Be part of a team that values your expertise and makes a real impact on clients' financial futures.
- Qualifications: Experience in paraplanning and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
Take your paraplanning career to the next level with a highly successful Wealth Management Practice.
Our client is looking for an experienced and technically strong Paraplanner to join our growing team remotely.
This is an exciting opportunity to work alongside an established Senior Partner and support a talented next-generation Adviser, playing a key role in delivering exceptional financial planning solutions to high-value clients.
If you thrive on technical research, enjoy creating first-class suitability reports, and want to be part of a business that genuinely values quality and client outcomes, we d like to hear from you.
What You ll Be Doing?
As a trusted member of the wealth management team, you ll provide technical expertise and analytical support across a broad range of client needs by: * Conducting detailed research across pensions, investments, protection, and estate planning. * Producing high-quality suitability reports and wealth management recommendations. * Assisting Advisers with technical queries and complex financial planning strategies. * Preparing illustrations, product comparisons, and supporting documentation. * Maintaining accurate client records and ensuring back-office systems are fully up to date. * Supporting a seamless client journey by working closely with Advisers and administration teams * As a Paraplanner, you will make an important contribution to the d...
