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Recruit UK
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Manchester, Greater Manchester
Home Based Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Job Title: Home Based Paraplanner Industry: Financial Services Location: North West Salary: Up to £40,000 Reference Number: 14634 Job Description: Home Based Paraplanner Are you an experienced, Diploma qualified Paraplanner seeking a work from home opportunity? Fed up of the daily rush hour grind and unsociable hours? Then regain your work-life balance in a new role that works around your lifestyle. Recruit UK are working on an excellent opportunity for a Home Based Paraplanner in the North West to join an award-winning national financial planning firm, within a home-based paraplanning role. This position is within the private client advice team of one of the UK’s most high-profile advice firms. If you are an experienced, Level 4 Diploma qualified Home Based Paraplanner and want a company that not only offers streamlined processes and systems for easy remote working, but a competitive salary and great benefits package, then this is the career move you’ve been waiting for. The company are looking for someone self-motivated who can undertake all Paraplanning duties autonomously/remotely. What’s in it for you? Home Based Paraplanner Work for an award-winning national firm Work from home Well defined systems and processes in place Supportive team environment Emphasis on professional development and support with further studies Great benefits package Salary: Up to £40,000 Skills and experience required: Home Based Paraplanner Level 4 Diploma qualified (CII or LIBF) At least 1 years’ experience as a Paraplanner for a financial advice firm Knowledge and experience of retirement planning, investments and taxation. Highly competent conducting research and using research tools, such as FE Analytics, Selectapension, Assureweb, Defaqto, Trustnet, etc. Ideally, you will have previously worked as a home-based paraplanner Knowledge and experience of using cashflow modelling Knowledge of DB pension transfers Experience of Intelligent Office (Desirable)