Job Title

What will you be doing?Were seeking a talented individual to join our remote based central team which is responsible for providing support to our Financial Planners and ensuring a positive experience for our clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.Whats in it for me?As a Paraplanner you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.This is a fully remote roleAs a Paraplanner, your responsibilities will include among others:Prepare suitability reports across a wide range of advice types, financial products, and investment solutionsCarry out any necessary technical researchEnsure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all timesCollaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achievedAttend client meetings to support the Financial Planner in the delivery of cashflow modelling, as requiredResponsible for managing process, tasks and complying with FCA guidelinesQualificationsTo be successful in this roleMust be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial PlanningLevel 6/Chartered status would be an advantage, as would AF7Additional informationAs a colleague here you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leave