Trading Paraplanner - Remote
New Today
Trading Paraplanner – Remote
Competitive Salary + Benefits | Exclusive Opportunity
Are you an experienced Paraplanner or Trading Administrator seeking the next step in your career? This is a rare opportunity to join a multi-award-winning, progressive financial planning firm that is recognised for delivering exceptional client service and industry-leading advice.
This role is ideal for someone with strong trading expertise who enjoys a varied mix of responsibilities, including trade execution (70-80%) and high-level paraplanning . You will work closely with Advisers and the Paraplanning Manager, supporting complex financial strategies and ensuring smooth operational processes.
Key Responsibilities:
Execute and settle trades accurately and efficiently via platforms such as Fusion and SEI Trading engine , ensuring compliance with tight deadlines.
Collaborate with Advisers and the Paraplanning Manager to produce high-quality suitability reports and assist with the preparation of advice documentation.
Act as a technical resource to the planning team, ensuring seamless client service.
Stay up to date with product, process, and regulatory changes to maintain high compliance standards.
- Location:
- Ashton-Under-Lyne
- Category:
- Accounting & Finance