Paraplanner (Finance)

TL;DR

Paraplanner (Finance): Creating comprehensive suitability reports and conducting research to support financial planners in wealth management with an accent on data analysis and regulatory accuracy. Focus on building client-centric financial strategies and optimizing digital ways of working.

Location: Remote (Must be based in England/UK)

Company

A leading wealth management business overseeing £141.2 billion in customer investments.

What you will do

• Create high-quality suitability reports that exceed the minimum quality standards.
• Use research tools to analyze data and provide solutions to meet client needs and objectives.
• Build and maintain strong relationships with Paraplanners, Financial Planners, and Business Assurance Accessors.
• Liaise with providers to obtain necessary information for reports.
• Manage central data systems and trackers to enhance operational efficiency.
• Collaborate with the wider QFA team to contribute to strategic priorities.

Requirements

• Professional experience within the financial planning industry.
• Strong organizational and planning skills with high attention to detail in writing.
• Technical proficiency in Microsoft Office (Word, Excel, Outlook).
• Must be based in England (Home Workers).
• Level 4 Diploma in Financial Planning (or equivalent) is desirable, or currently studying towards it.

Culture & Benefits

• Annual leave of 182 hours (26 days).
• Non-contributory company pension scheme with personal contribution options.
• Private Medical Insurance (single cover as standard).
• Life Assurance (4x salary) and Income Protection (75% of salary).
• Eligibility for the hirify.global Incentive Scheme based on business and individual performance.