Freelance Paraplanner

Job Description:

ARR Talent Limited is seeking an experienced Paraplanner to join a prestigious independent Paraplanning firm on a remote basis.

The contract role provides total flexibility and can be part-time or full-time and work will be provided accordingly.

If the successful candidate is working full time the earnings capacity is likely to be circa £5,000-£6,000 per month.

Responsibilities:

Support the financial advisers in delivering high-quality financial planning solutions to clients.
Conduct thorough research and analysis to prepare accurate and comprehensive financial reports, including investment research, product comparisons, and suitability reports.
Collaborate with advisers and other team members to ensure smooth implementation of financial plans.
Provide technical support and guidance to advisers on complex financial planning matters.
Stay up to date with industry trends, changes in regulations, and product developments.
Contribute to the continuous improvement of our processes and systems.

About ARR Talent Limited:

As a specialist Financial Services recruitment company, we bring a unique expertise, industry insights and connections, whether you are looking for a new opportunity or you want to recruit great talent into your business.

At ARR Talent we value the importance of communication, transparency and follow up and we focus on delivering only high-quality, qualified candidates to our clients.

Ideal Candidate:

You will be an experienced Paraplanner, and you will appreciate this exciting opportunity to become an integral part of a dynamic team and contribute to the growth and success of the organisation as well as providing you with flexibility and high earnings capability.

Qualifications and Experience:

Minimum of 1 year of experience working as a Paraplanner within the financial services industry.
Strong knowledge of financial planning products, investment strategies, and industry regulations.
Ideally, you will have experience working with SJP systems and processes.
Diploma in Financial Planning (min) or equivalent (e.g., Diploma in Regulated Financial Planning).
Exceptional analytical and research skills, with meticulous attention to detail.
Excellent written and verbal communication skills.
Proficient in using financial planning software and Microsoft Office applications.

Benefits:

This freelance contract position provides you with flexibility and control. You’ll have the benefit of being part of a very successful Paraplanning team with a great culture and a focus on work-life balance.

CAREERS ZONE

Not logged in?
Login / create an account to access free content on the Careers Zone.

CAREERS ZONE