Remote Working Paraplanner

ParaplannerLocation: Fully RemoteSalary: Up to £40,000 + BenefitsJob Type: Full-Time PermanentA boutique Wealth Management firm is looking to appoint an experienced Paraplanner to join its growing team on a fully remote basis. This is an excellent opportunity for a technically strong individual with experience supporting Financial Advisers within a Financial Planning environment who is looking for flexibility, autonomy, and long-term career development.The RoleWorking closely with Financial Advisers, you will provide high-quality technical and administrative support across all aspects of the financial planning process.Key responsibilities will include:Preparing suitability reports and recommendation lettersConducting research across pensions, investments, and protection productsAssisting Advisers in developing financial planning strategies for clientsAnalysing client information and preparing cashflow modelling where requiredLiaising with providers and third parties to obtain information and progress casesSupporting the end-to-end advice process and ensuring files are fully compliantMaintaining accurate client records and documentationAssisting with annual reviews and ongoing servicing requirementsAbout YouThe successful candidate will have:Previous experience working as a Paraplanner within a Financial Planning or Wealth Management environmentStrong technical knowledge of pensions, investments, and protection productsExperience preparing suitability reportsExcellent ..... full job details .....