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For Companies At a Glance
- Tasks: Support Tax Planning, Pension Cases, and Investment Products from the comfort of your home.
- Company: Join a prestigious Chartered Independent Financial Practice, renowned in the industry.
- Benefits: Enjoy remote work, 25 days holiday, pension contributions, and ongoing study support.
- Why this job: Advance your career with a respected firm while enjoying a flexible work-life balance.
- Qualifications: Level 4 Diploma and experience as a Paraplanner in an IFA/Wealth Management firm required.
- Other info: This is a fully remote position, perfect for those seeking flexibility.
The predicted salary is between 28000 - 32000 £ per year.
Remote Paraplanner
Ref : RP6018 Salary : £35,000 to 40,000 Contract Type : PermanentLocation : Manchester, North West
Skill Set
Paraplanner, Senior Paraplanner, Paraplanning, Remote Paraplanner
FULLY REMOTE PARAPLANNER
Recruitment Solutions is working on a unique and exceptional opportunity for a fully remote Paraplanner, to join a well-established Chartered Independent Financial Practice
It is award-winning and is one of the largest chartered financial planning firms in the area, and is highly respected.
It is looking for a qualified and experienced Paraplanner to work on a fully remote basis, joining it\’s highly experienced Paraplanning team.
Remote Paraplanning Overview
You will be providing Paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Full holistic financial planning.
This is a fantastic opportunity to work from home, joining an exceptional national and prestigious company, and excel your career as a Paraplanner.
What’s in it for you : Remote Home Based Paraplanner
- Salary range £35,000 to £40,000
- 25 days holiday plus bank holidays
- Pension Contribution
- Various incentives, bonus and days off
- Ongoing study support and support with exams
Skills and experience required : Remote Paraplanner
- Level 4 Diploma (as a minimum)
- Experience as a Paraplanner in an IFA / Wealth Management firm
- Excellent communication skills, both verbal and literate
- Organisational and analytical skills
APPLY TODAY and I will be in touch.
APPLY
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Remote Paraplanner employer: Recruitment Solutions (Folkestone) Ltd
Contact Detail:
Recruitment Solutions (Folkestone) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner
✨Tip Number 1
Network with professionals in the financial planning industry. Join relevant online forums or LinkedIn groups where you can connect with current Paraplanners and learn about their experiences. This can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest trends and regulations in financial planning. Being knowledgeable about current market conditions and compliance issues will not only boost your confidence but also impress potential employers during interviews.
✨Tip Number 3
Prepare for virtual interviews by ensuring you have a professional setup. Test your technology beforehand, choose a quiet space, and dress appropriately. This shows that you are serious about the position and respect the interview process.
✨Tip Number 4
Demonstrate your analytical skills by preparing case studies or examples of past work. Be ready to discuss how you approached complex financial scenarios and the outcomes. This practical demonstration of your skills can set you apart from other candidates.
We think you need these skills to ace Remote Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Remote Paraplanner. Familiarise yourself with the skills required, such as Tax Planning, Pension Technical Cases, and Investment Products.
Tailor Your CV: Customise your CV to highlight relevant experience in paraplanning and financial services. Emphasise your Level 4 Diploma and any specific achievements that demonstrate your expertise in the field.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention why you want to work remotely and how your skills align with the company's values and goals.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise to make a strong impression.
How to prepare for a job interview at Recruitment Solutions (Folkestone) Ltd
✨Showcase Your Qualifications
Make sure to highlight your Level 4 Diploma and any relevant qualifications during the interview. Discuss how your educational background has prepared you for the role of a Paraplanner, especially in areas like Tax Planning and Pension Technical Cases.
✨Demonstrate Communication Skills
Since excellent communication is key for this role, prepare examples of how you've effectively communicated complex financial information in the past. This could be through client interactions or team collaborations.
✨Prepare for Technical Questions
Expect questions related to Paraplanning, such as investment products and cash flow modelling. Brush up on these topics and be ready to discuss your experience and approach to handling various financial scenarios.
✨Emphasise Remote Work Experience
As this is a fully remote position, share your experiences working remotely. Talk about how you manage your time, stay organised, and maintain productivity while working from home.
