RemotevilleRemote Home-Based Paraplanner Job in Greater London, UK Para-dox Paraplanning
Home-Based Paraplanner Para-dox Paraplanning
£ -
ParaplanningDefaqto Engage Dynamic Planner FE Analytics SelectaPension MICAP Cashflow Modelling Voyant Inheritance Tax Planning Capital Gains Calculation Chargeable Event Calculation Carry Forward Calculation
Mid-level (3-4 years) -
Greater LondonUK
Fast forward your reports
3+ employees
B2BConsultingFinancial ServicesOutsourcing
Role
Who you are
- Diploma-qualified in Paraplanning with at least 3 years of experience
- Proficiency in using tools such as Defaqto Engage Dynamic Planner FE Analytics and others
- Skilled in completing complex calculations like Inheritance Tax Planning and Capital Gains.
- Strong relationship management and client communication skills
- Able to manage own workflow and provide proactive updates.
What the job involves
- Completing product and fund research to support client recommendations.
- Generating high-quality suitability reports efficiently.
- Running various analysis like switching reports and cash flow modelling using systems like Voyant.
- Managing client relationships through telephone email and video calls.
- Maintaining a self-driven workflow and updating the Paraplanning Team Leader.
- Ensuring quality control and performing peer-checking to uphold service levels.
Company
Company mission
Para-dox is committed to providing tailored, efficient, and high-quality outsourced Paraplanning services. They emphasize a flexible approach to meet clients' specific needs, ensuring quick turnaround times and transparent pricing without hidden costs. The company prides itself on a personable service, delivering bespoke suitability reports that reflect the preferences of its clients.Company values
- Tailored Service
- Efficiency
- Transparency
- Quality Control