Senior Paraplanner - Remote

The Company: A highly reputable, growing IFA business with offices across the country are currently recruiting an industry experienced Senior (and ideally Chartered) Paraplanner to add to their expanding, remote-based technical team. This role/remit will suit a well-qualified, career Paraplanner who has experience working in a small, family-feel IFA setup and is looking for a flexible, home-based opportunity that remains hands on across a broad range of technical work.Head Office Location: YorkWorking Setup: Remote/Home-basedPackage: £52-60k base DOE + bonus and company benefitsBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: To succeed in this role, you will have day to day responsibility for clients and will be expected to provide support for key areas of the financial planning process which include:Tax Planning: ISA and pension contributions and CGT planningInvestment planning and retirement planningEstate planningTo achieve this, you will:Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client''s financial needs and objectives.Compile suitability reportsUndertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner.Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate.Effectively use ..... full job details .....