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Paraplanner - Home based is an option

  • Ref: JH798

Paraplanner - Home based is an option responsibilities include...

Dutes & Responsibilities

Prepare suitability letters, reports and recommendations for holistic and transactional financial planning areas including pensions, investments, IHT, protection and specialist products

  • Prepare illustrations/proposals and undertake research to support recommendations
  • Undertake pension reviews and recommendations
  • Undertake Income drawdown reviews and recommendations
  • Undertake Investment reviews and recommendations
  • Prepare cashflow models
  • Provide technical support to complex client queries
  • Client correspondence answering complex technical queries
  • Maintain paraplanning workflow spreadsheet
  • Observation/application of all internal compliance procedures including money laundering regulations, treating customers fairly, know your client, key FCA messages


Paraplanner - Home based is an option requirements include...

Pre-requisite Knowledge

  • A minimum of 3 years’ experience in a paraplanner role within an IFA or Wealth Management firm is essential
  • Experience and knowledge of investment and pension products in particular is essential
  • Knowledge of Plum softwarae would be advantageous
  • Mimimum of CII Diploma in Financial Planning (Level 4) essential

Pre-requisite Attributes

  • IT literate
  • A confident, professional and pragmatic approach to all duties
  • Positive attitude
  • Desire to continue to learn
  • Resourcefulness
  • Initiative
  • Problem solver
  • Keen eye for detail

Client is flexible and can consider candidates that are locally based. But due to the location of the role in South Devon. An option does exist for a home-based paraplanner.

Consultant contact