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Permanent

Paraplanner

Pontyclun
money-bag 33000.00-33000.00 Annual
3085437137
Posted Yesterday

Paraplanner (Remote)Annual Salary: £33,000 - £38,000Location: Remote (UK-based)Job Type: Full-timeWe are seeking a Paraplanner to join our growing team. The ideal candidate will possess excellent communication skills and the ability to process and troubleshoot work efficiently and effectively. This role offers the opportunity to work remotely, allowing for flexibility in work patterns to suit your needs.Day-to-day of the role:Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems.Work collaboratively with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner.Maintain client confidentiality and adhere to data protection and other legislative responsibilities.Seek opportunities for continuous improvement and provide feedback to your line manager.Undertake a variety of tasks flexibly on behalf of the team and engage in Continuous Professional Development (CPD) to meet regulatory requirements.Main duties and responsibilities:Log and manage paraplanning requests from advisers.Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more.Assist in ensuring that the adviser has sufficient client information recorded within the back-office system.Conduct provider and fund research as required a

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