At a Glance
- Tasks: Support financial practices with pensions, investments, and protection advice.
- Company: Growing outsourced paraplanning business offering remote flexibility.
- Benefits: Part-time hours, 25 holidays, pension scheme, and potential for a bonus.
- Other info: Flexible working options with opportunities for both employed and self-employed roles.
- Why this job: Join a small team and make a real difference in financial planning.
- Qualifications: Experience with SJP systems and strong knowledge of financial products required.
The predicted salary is between 30000 - 40000 £ per year.
Benefits:
- Hours: Part-time - 14 or 21 hours per week
- Holidays: 25 (3 to be kept for Xmas) plus Bank holidays (pro-rata)
- Pension
- Discretionary annual bonus
Role: Due to ongoing growth, our client, an outsourced paraplanning business, has an immediate requirement for a talented Paraplanner. This part-time role offers remote working (ideally North East England, however candidates can be based anywhere in the UK) and flexibility to work either 2 or 3 days per week. There is also an option to be employed or self-employed, if desired. Working as part of a small team, you’ll be supporting SJP Practices with pensions, drawdowns, IHT, Investments, protection and some LTC.
Responsibilities will include:
- Update and complete CFR, including life cycle
- Completion of CYC and illustrations
- Completion of suitability letter and required calculations
- Creation and completion of advice set
Candidate Requirements: Candidates must have previous experience of SJP systems and processes and enjoy working in a paraplanning capacity. Additionally, you must possess:
- Solid knowledge across pensions, investments, IHT, protection, LTC and ideally, safeguarded benefits
- High standards with superb attention to detail
- Excellent spelling and grammar
Part-time Remote Paraplanner employer: egrecruiting-ltd
Join a dynamic and supportive team as a Part-time Remote Paraplanner, where you can enjoy the flexibility of remote work from anywhere in the UK, particularly benefiting those in North East England. With a strong emphasis on employee growth, you will have access to a range of benefits including generous holiday allowance, a discretionary annual bonus, and the option to choose between employed or self-employed status. Our collaborative work culture fosters professional development while allowing you to make a meaningful impact in the financial planning sector.
