Paraplanner - Remote

We are working on behalf of our client, a well-established and growing wealth management brokerage, to recruit an experienced Paraplanner for a remote role.

This is an excellent opportunity to join a professional and client-focused organisation where you will play a key role in supporting and contributing to the delivery of high-quality, tailored financial advice.

What you need

• QFA is essential
• Previous experience in a paraplanning or financial consultant administration role
• Strong technical knowledge of financial planning products and advice processes
• Excellent attention to detail and analytical skills
• Strong report writing and written communication ability
• Ability to manage workloads effectively and meet deadlines
• Experience with financial planning tools and systems

Responsibilities

• Provide administrative and technical support to financial planners, helping to deliver accurate and efficient client services.
• Prepare, review, and process client documentation, including financial plans, application forms, and compliance paperwork, ensuring all documents meet regulatory requirements.
• Maintain accurate and up-to-date client records, with a strong focus on compliance and attention to detail.
• Contact clients to gather medical information for protection insurance applications.
• Respond to client enquiries promptly and professionally, delivering excellent customer service and clear, accurate information.
• Work closely with financial advisors and team members to ensure tasks are completed efficiently and financial recommendations are implemented effectively.
• Keep up to date with industry regulations, compliance requirements, and best practices to ensure all work is completed in line with company policies and standards.