Paraplanner / Trainee Paraplanner – Remote (within UK) or Hybrid/Office

Paraplanner / Trainee Paraplanner


Financial Services

£20,000 - £40,000

35 hour week, 25 days holiday, pension, 2x DIS, PHI, study support


Due to continued growth, our Client, a successful IFA firm, has an immediate requirement for a Paraplanner, or Trainee Paraplanner.

The role will offer flexibility to either be office based, hybrid or, to work remotely. You’ll be part of a hugely experienced and knowledgeable team, supporting two high-producing Advisers. You’ll develop your technical skills, learn and be guided by talented individuals.

Responsibilities will include:-
·       Liaison with Advisers to gain an understanding of client objectives
·       Conduct research for various products across pensions, investments, protection, IHT planning and additional tax planning including CGT, Chargeable Gains
·       Preparation of draft suitability reports, using relevant report writing systems
·       Complete pre-sale compliance sign off requests for pension switching, replacement plans etc.
·       Use research tools and back office systems including Intelligent Office, Dynamic Planner, Defaqto
·       Use Provider website tools and calculators

DipPFS (part-qualified candidates will be considered), or equivalent

·        Ideally possess some previous experience in paraplanning, or have achieved DipPFS and keen to learn
·        If an experienced paraplanner, must have an understanding of all areas of Financial Planning
·        Experience of using various back-office systems, preferably Intelligent Office
·        Have sound technical knowledge
·        Possess a diligent approach
·        Meticulous attention to detail

Are you interested?

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