Paraplanner

Company Description

Corbel Partners is a financial support network that helps financial advisers at every stage of their career. We aim to alleviate the burdens of financial advisers so they can focus on serving their clients. Our services include a full paraplanning support function which is where the position is available.

We offer clients fully independent advice and look after 180 advisers with a 27 strong Paraplanning Team.

Role Description

This is a full-time remote role for a Paraplanner at Corbel Partners. If you live within the Warrington area then a full time office position is also on offer. We are are not able to facilitate hybrid working.

As a Paraplanner, you will be responsible for various day-to-day tasks related to financial planning and analysis. You will work with financial advisers to produce compliant advice packs consisting of suitability letters, switching reports, cashflow, calculations, illustrations and application forms.

Qualifications

• Minimum CII level 4 Diploma in Financial Planning
• Minimum 2 years paraplanning experience
• Strong knowledge of financial planning and analysis
• Excellent analytical skills and organizational skills
• Proficiency in related software and tools (ideally SelectaPension and Cashcalc or similar)
• Ability to write clear and concise reports
• Ability to work independently and remotely
• Excellent communication and interpersonal skills

Package:

• £37,026 for CII qualified level 4 paraplanners
• 8% Non-contributory pension
• 2x DIS, and can join PMI
• 20 days holiday, plus an extra 3 to cover Christmas closure
• Monday-Friday 9-5

We can also offer full support to help any paraplanner to get to Chartered level and cover the cost of CII membership and first sittings of each exam.