Senior Paraplanner - Remote Financial Planning Pro

AFH Financial Group.; Remote; GBP 40,000 - GBP 60,000; Full time

Job summary

A leading financial advisory firm is seeking a Senior Paraplanner to work remotely. The role involves delivering high-quality financial research and preparing comprehensive reports. Candidates should possess a Diploma in Financial Planning and have experience in an IFA environment. Strong communication and report writing skills are essential. The firm offers a competitive salary, flexible working conditions, and excellent professional development opportunities.

Benefits

Flexible working & holidays

Competitive pension scheme

Annual discretionary bonus

Professional development programmes

Employee shopping discounts

Qualifications

• Diploma in Financial Planning as a minimum qualification requirement or working towards chartered/advanced qualifications.
• Experience in an IFA environment, demonstrating quality communication both written and verbal.
• A high level of accuracy and attention to detail in written/numerical skills.

Responsibilities

• Deliver comprehensive financial research on products and investments.
• Prepare financial planning reports across a range of advice types.
• Work with Advisers to ensure that correct client outcomes are achieved.

Skills

Financial Planning

Report Writing

Attention to Detail

Communication Skills

Microsoft Office

Education

Diploma in Financial Planning

Job description

A leading financial advisory firm is seeking a Senior Paraplanner to work remotely. The role involves delivering high-quality financial research and preparing comprehensive reports. Candidates should possess a Diploma in Financial Planning and have experience in an IFA environment. Strong communication and report writing skills are essential. The firm offers a competitive salary, flexible working conditions, and excellent professional development opportunities.