About this role
Paraplanner – Remote
Attached to either Hereford or Truro
About the role Join a growing financial services business supporting independent financial advisers across the UK. You’ll produce accurate, compliant and well-researched recommendations that help deliver excellent client outcomes.
Key responsibilities Manage paraplanning requests and support new business across protection, investments and pensions.Review client information, identify gaps and liaise with advisers.Research providers, funds, risk, performance and charges.Prepare quotations, illustrations, cash-flow forecasts and suitability reports.Ensure work meets regulatory, data protection and internal standards. What you’ll bring Level 4 financial planning qualification or equivalent, ideally progressing towards Advanced.At least two years’ financial services experience and familiarity with back-office systems.Excellent written accuracy, attention to detail, organisation and problem-solving skills.Sound judgement, discretion and the ability to work effectively both remotely and as part of a team. Package Location: Remote within reasonable travel to office if required, with flexible working patterns.
Salary: Up to £40,000 depending on experience, based on 35 hours per week.
Benefits: 25 days’ holiday plus bank holidays and your birthday off, life assurance, income protection, study support, pension and flexible benefits.