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- Tasks: Prepare financial plans and reports while managing your own workflows remotely.
- Company: Join a forward-thinking financial planning team with a focus on efficiency.
- Benefits: Competitive salary, flexible remote work, and opportunities for professional growth.
- Other info: Dynamic role with potential for career advancement in a supportive environment.
- Why this job: Make a real impact in financial planning while working from anywhere.
- Qualifications: Diploma Level Four and a solid understanding of financial planning processes.
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.
Paraplanner - Remote in North East employer: Reward Recruitment
Contact Detail:
Reward Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Remote in North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Let them know you're on the lookout for a Paraplanner role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for those interviews! Brush up on your knowledge of FCA regulations and financial products. We want you to be able to showcase your expertise and impress the hiring managers with your understanding of the industry.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. This will help you get comfortable discussing your experience with financial planning and your approach to cashflow modelling and forecasting.
✨Tip Number 4
Don't forget to apply through our website! We’ve got some fantastic opportunities waiting for you. Make sure your application stands out by tailoring it to highlight your skills in report writing and process improvements.
We think you need these skills to ace Paraplanner - Remote in North East
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the 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 well-structured documents that are easy to read. Make sure to proofread for any typos or errors; we want to see your 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 compliance aspects. Be ready to discuss how you've applied your Diploma Level Four qualification in real scenarios.
✨Showcase Your Report Writing Skills
Prepare examples of your report writing and market research experience. You might be asked to explain how you approach creating suitability reports or cashflow models, so have a few anecdotes ready.
✨Demonstrate Your Process Improvement Mindset
Think about times when you've enhanced or streamlined processes in your previous roles. Be prepared to share specific examples that highlight your ability to increase efficiency in paraplanning.
✨Be Ready for Client Interaction
Since you'll assist with client meetings, practice discussing how you handle note-taking and follow-up actions. Show that you're comfortable communicating with clients and can manage your own workflows effectively.