At a Glance
- Tasks: Support Financial Planners with complex cases and deliver quality paraplanning work.
- Company: Progressive national financial planning firm offering a fully remote role.
- Benefits: Flexible working, competitive salary, and opportunities for professional growth.
- Other info: Occasional travel to regional offices, but mostly remote work.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Strong technical skills and ability to meet deadlines in a fast-paced environment.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner position is ideal if you combine strong technical ability with the pace to meet deadlines and work effectively to KPIs. As a Technical Paraplanner , you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and delivering quality work to deadline. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expens...
Technical Paraplanner in Edinburgh employer: Premier Jobs UK
Join a dynamic and supportive team as a Paraplanner, where your expertise will be valued and your contributions recognised. Our company fosters a collaborative work culture that prioritises employee growth through continuous training and development opportunities, all while offering a competitive salary and benefits package. Located in a vibrant area, we provide a stimulating environment that encourages innovation and professional advancement.
We think you need these skills to ace Technical Paraplanner in Edinburgh
Technical Ability
Deadline Management
KPI Achievement
End to End Paraplanning Support
Technical Research
Data Analysis
Suitability Report Writing
