Part-time Remote Paraplanner

Benefits:

Hours: Part-time - 14 or 21 hours per week

Holidays: 25 (3 to be kept for Xmas) plus Bank holidays (pro-rata)

Pension

Discretionary annual bonus

Role:

Due to ongoing growth, our client, an outsourced paraplanning business, has an immediate requirement for a talented Paraplanner. This part-time role offers remote working (ideally North East England, however candidates can be based anywhere in the UK) and flexibility to work either 2 or 3 days per week. There is also an option to be employed or self-employed, if desired.

Working as part of a small team, you’ll be supporting SJP Practices with pensions, drawdowns, IHT, Investments, protection and some LTC. Responsibilities will include:-

- Update and complete CFR, including life cycle

- Completion of CYC and illustrations

- Completion of suitability letter and required calculations

- Creation and completion of advice set

Candidate Requirements:

Candidates must have previous experience of SJP systems and processes and enjoy working in a paraplanning capacity. Additionally, you must possess:-

- Solid knowledge across pensions, investments, IHT, protection, LTC and ideally, safeguarded benefits

- High standards with superb attention to detail

- Excellent spelling and grammar

- Accuracy

- Good work ethic

- Reliability