Remote Paraplanner

3 Days Old

Remote Paraplanner (Diploma Level 4 Required) Location: Fully Remote (UK-based applicants only) Employment Type: Full-time Salary: Competitive, based on experience Overview: A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care, to join it's fully remote paraplanning team. Paraplanner Role Overview: As a Remote Paraplanner, you'll play a critical role in supporting its Financial Advisers with accurate, well-researched, and compliant advice documentation. You will be responsible for the full paraplanning process, from research and suitability report writing to liaising with advisers and ensuring clients receive exceptional service. Paraplanner Key Responsibilities: Prepare high-quality suitability reports and financial planning documentation. Conduct in-depth product and provider research. Support advisers with technical queries and case preparation. Ensure all reports meet FCA compliance standards. Maintain up-to-date knowledge of financial products, legislation, and industry developments. Collaborate with administrative ...
Location:
Manchester
Salary:
£37,000 - £37,026 per annum, Inc benefits
Job Type:
FullTime
Category:
Accounting & Finance

We found some similar jobs based on your search