Are you an experienced Paraplanner who wants to work from Home and be trusted to get your work done? We are working with a National IFA firm that is looking to hire Paraplanners from who have experience of working in the UK market and want to be based from home.
Key Responsibilities:
Participating in and delivering comprehensive financial research on products and investments on an independent basis using company-approved research tools
Preparing and delivering bespoke investment reports
Producing, when required, tax and other complex calculations
Preparing and interpreting complex plan information with a view to completing transfer analysis
Preparing complex financial planning reports
Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed
To be considered:
Level 4 Diploma in Financial Planning
Experience either as an Advisor or Paraplanner within a Financial Planning firm
Benefits:
Contributory pension scheme
Bonus scheme
Cash plan health benefit scheme
Competitive and flexible holiday allowance, with buy and sell scheme options
Training and qualifications
Employee referral bonus scheme
Death in service benefit at 4 x your annual salary
Christmas party and summer events
Loyalty bonus for all staff based on length of service.
Additional holiday days for long service