Paraplanner - Home Based

Paraplanner - South West England

Ref: 753Thursday 16 June 2022

£Negotiable

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

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