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Paraplanner - Remote

Reward Recruitment - London, England

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Job Description

FullyRemoteParaplanner 45,000 Dutiesandresponsibilitiesinclude: PrepareFinancialPlans,SuitabilityReportsandLetters. Cashflowmodellingandforecasting. Prepareandcollatedocumentationtosupporttherecommendationandjustifytheproviderandproductrecommended,includingInvestments,PensionsandProtection,alongwithaoodunderstandingofFCAregulationsandFCAproducts. Assistwithclientmeetingswhenrequired,includingnotetakingandfollowupanyactionsasrequired. Manageyourownworkflowsandtasks. Processimprovements:review,enhanceandstreamlineparaplanningprocesses,systemsandprocedurestoincreaseefficiencyintheparaplanningteam. Requirements: YouwillholdtheDiplomaLevelFourqualification. Goodunderstandingofthefinancialplanningprocessandassociatedcomplianceaspects. Drivenandfocusedwiththeabilitytocompletetasksunderpressureontimeandrightfirsttime. Experienceofreportwritingandconductinginvestmentandproductmarketresearch. Technicallyproficientacrossallareasoffinancialplanning,especiallypensions. Abilitytousetechnicalfinancialplanningtools,financialmodellingandbackofficesoftware. Howtoapply: PleasesendyourCVimmediatelytoStuartatRewardRecruitmentLimitedorcontacthimon 07747 782934. TPBN1_UKTJ

Created: 2026-04-08

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