Origen Financial Services Limited is seeking an experienced Paraplanner for a remote role with monthly attendance at the Farnborough office. The position offers a competitive salary up to 50k and requires strong planning, organisation, and client documentation skills to deliver timely advice and meet service levels.
You will review fact-finds, perform research and prepare draft reports, coordinating with BQU and advisers to ensure high-quality files across the client book.
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Remote Paraplanner for Private Client Wealth in Farnborough employer: Origen Financial Services Limited.
Origen Financial Services Limited is an excellent employer that values flexibility and work-life balance, offering a remote Paraplanner role that allows you to thrive while collaborating with financial advisers. With a supportive work culture, opportunities for professional development, and the chance to engage with a diverse range of clients, you'll find meaningful and rewarding employment in a dynamic environment. Monthly meetings at our Farnborough office foster team cohesion and ensure you stay connected with your colleagues.
Contact Details:
Origen Financial Services Limited. Recruitment Team
