Paraplanner - Remote

Remote Paraplanner

£45,000 to £50,000

Office in Leicester

Base (negotiable) plus a comprehensive benefits package along with exam support.

An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER

As an independent firm, it provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working.

Paraplanner - Role Description:

In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support.

Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.

Paraplanner - Requirements:

• Strong knowledge of financial planning and investments
• Excellent analytical and report-writing skills
• Clear verbal and written communication
• Level 4 Dipl...