Remote Experienced Paraplanner

Stay Connected virtual Paraplanners are able to perform Paraplanner duties from day 1 and can start immediately.

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Our remote working Paraplanners have over 4 years experience working within the role and have achieved the Level 4 Diploma Financial Planning.

Stay Connected Paraplanners are personable, hard working, ambitious and have a good knowledge of Financial Services products.

Paraplanner responsibilities include;

  • Fund research
  • Writing client letters
  • Preparing and maintaining client files
  • Implementing recommendations as well as case analysis including product comparisons.
  • Writing suitability reports for clients based on the advisers recommendations
  • Producing Investment replacement analysis
  • Obtaining illustrations and product information from providers
  • Maintain and manage the LOA procedures.
  • Dealing with taxation calculations, file preparation and maintaining a work in progress schedule
  • Dealing with general enquiries and resolving client queries
  • Handling new business submissions and maintaining compliant client records

If you require a Paraplanner to join your team you can contact Keily on 01902 798189 or by email keilyadey@hotmail.co.uk for our rates and start dates.

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