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- Tasks: Prepare financial plans and reports while enhancing paraplanning processes.
- Company: Join a forward-thinking financial services firm with a remote-first approach.
- Benefits: Enjoy a competitive salary, flexible working hours, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in a supportive team.
- Why this job: Make a real difference in clients' financial futures from the comfort of your home.
- Qualifications: Must hold a Level 4 Diploma and have a solid grasp of financial planning.
The predicted salary is between 45000 - 45000 £ per year.
Fully Remote Paraplanner £45,000
Duties and responsibilities include:
- Prepare Financial Plans, Suitability Reports and Letters.
- Cashflow modelling and forecasting.
- Prepare and collate documentation to support the recommendation and justify the provider and product recommended, including Investments, Pensions and Protection, along with a good understanding of FCA regulations and FCA products.
- Assist with client meetings when required, including note taking and follow up any actions as required.
- Manage your own workflows and tasks.
- Process improvements: review, enhance and streamline paraplanning processes, systems and procedures to increase efficiency in the paraplanning team.
Requirements:
- You will hold the Diploma Level Four qualification.
- Good understanding of the financial planning process and associated compliance aspects.
- Driven and focused with the ability to complete tasks under pressure on time and right first time.
- Experience of report writing and conducting investment and product market research.
- Technically proficient across all areas of financial planning, especially pensions.
- Ability to use technical financial planning tools, financial modelling and back office software.
How to apply: Please send your CV immediately to Stuart at Reward Recruitment Limited or contact him on.
Remote Paraplanner in Aberdeen employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Remote Paraplanner in Aberdeen
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the hunt for a Remote Paraplanner role. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of FCA regulations and financial planning processes. We want you to shine when discussing your experience with cashflow modelling and report writing.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your best work, including any suitability reports or financial plans you've prepared. This will give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Remote Paraplanner in Aberdeen
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Remote Paraplanner role. Highlight your experience with financial planning, report writing, and any relevant qualifications like the Diploma Level Four. We want to see how your skills match what we're looking for!
Showcase Your Skills: In your application, don’t just list your skills—show us how you've used them! Whether it's cashflow modelling or managing workflows, give us examples that demonstrate your expertise and how you can contribute to our team.
Be Clear and Concise: When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your points are easy to understand. This will help us see your thought process and attention to detail.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you’re considered for the role as quickly as possible. Don’t miss out on this opportunity!
How to prepare for a job interview at Reward Recruitment
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, especially pensions and FCA regulations. Be ready to discuss how you've applied this knowledge in past roles, as it shows you're not just book-smart but also practical.
✨Showcase Your Report Writing Skills
Since report writing is a key part of the role, prepare examples of reports you've written before. Bring along a sample if possible, and be ready to explain your thought process and how you ensure accuracy and compliance.
✨Demonstrate Your Workflow Management
Be prepared to talk about how you manage your tasks and workflows. Share specific tools or methods you use to stay organised and efficient, as this will show that you can handle the pressures of the job.
✨Engage in Client Scenarios
Think about potential client meeting scenarios and how you would handle them. Practice articulating your approach to note-taking and follow-up actions, as this will demonstrate your readiness to assist in client interactions.