Too many companies still expect you in the office even when the work doesn't require it. Not this one.
Here you’ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work.
This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development.
After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and, if it's in your long‑term plans, support to help you break into advice.
No out of sight, out of mind here.
The starting salary is up to £45,000 alongside:
Discretionary bonus
28 days’ holiday
Pension
Full exam support
Ongoing technical development
Longer‑term progression opportunities within the wider group
Note that the benefits package is under review and set to improve further.
WHAT YOU’LL DO You’ll support seven advisers with research, technical analysis, cash‑flow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you’ll work on a good variety of cases.
WHAT YOU’LL NEED Level 4 qualification
Previous paraplanning experience within an SJP environment – this is a MUST HAVE
The ability to attend the office 1 day per month
Strong technical capability
Excellent attention to detail
#J-18808-Ljbffr
Here you’ll join an established financial planning practice in a remote paraplanning role, supporting seven experienced advisers across a broad range of technical client work.
This means you'll get to do the job you love whilst maintaining the work/life balance you need. It means you'll work for a business that trusts its staff to do a great job wherever they are. And it means joining a firm where being remote does not stand in the way of development.
After all, the reason for this hire is because of an internal promotion within the wider group. There's also support with exams and, if it's in your long‑term plans, support to help you break into advice.
No out of sight, out of mind here.
The starting salary is up to £45,000 alongside:
Discretionary bonus
28 days’ holiday
Pension
Full exam support
Ongoing technical development
Longer‑term progression opportunities within the wider group
Note that the benefits package is under review and set to improve further.
WHAT YOU’LL DO You’ll support seven advisers with research, technical analysis, cash‑flow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Clients are private individuals and businesses, so you’ll work on a good variety of cases.
WHAT YOU’LL NEED Level 4 qualification
Previous paraplanning experience within an SJP environment – this is a MUST HAVE
The ability to attend the office 1 day per month
Strong technical capability
Excellent attention to detail
#J-18808-Ljbffr
Contact Details:
Exchange Street Claims ltd Recruitment Team
