Paraplanner – Remote

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Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
£45,000
Dutiesandresponsibilitiesinclude:
PrepareFinancialPlans,SuitabilityReportsandLetters.
Cashflowmodellingandforecasting.
Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,PensionsandProtection,alongwithaoodunderstandingofFCAregulationsandFCAproducts.
Assistwithclientmeetingswhenrequired,includingnotetakingandfollowupanyactionsasrequired.
Manageyourownworkflowsandtasks.
Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam.
Requirements:
YouwillholdtheDiplomaLevelFourqualification.
Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects.
Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime.
Experienceofreportwritingandconductinginvestmentandproductmarketresearch.
Technicallyproficientacrossallareasoffinancialplanning,especiallypensions.
Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. xwzovoh
Howtoapply:
PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon
Remote working/work at home options are available for this role.”, “datePosted”: “2026-05-19”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Reward Recruitment”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__436592865__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=6780” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Charing Cross” } } }