Paraplanner - Home Based

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. Our client is an established and highly respected business with offices across the UK, they have a very strong presence in the South West.

Their current requirement is for an experienced Paraplanner to provide 1-2-1 support to a very successful/Senior Financial Planner and their HNW book of clients. This position will work closely with the Planner and will be a go to point of contact for any questions/queries from clients, you will be a vital part of the advice process.

You will be supported by an established team of Financial Planning Administrators; this will allow you to focus your time on providing full technical support.

Duties include:

• Conduct thorough analysis of client financial situations and goals, leveraging technical expertise to develop comprehensive financial plans
• Collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data
• To write client reports and detailed suitability letters, including client reviews, within agreed timescales/quality standards
• Conduct in-depth research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors
• Continuously enhance technical knowledge and skills through professional development
• Work very closely with Financial Planners on a daily basis

Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage.

As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home – they have an office in Exeter so you will be able to go into the office for team meetings and to meet with the planner. Should you want to go in a few times a week they would also be happy to accommodate.

If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.

This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.

You will be joining a well-known and highly respected organisation with excellent career development opportunities.