• Full Time
  • Remote

PB Recruitment Consultants

IFA Administrator. New Business. Paraplanner. Client Support. Private Client. IFA. Remote


Phone: 01277 889373


Url :


A highly established, successful Independent Financial Practice currently requires an experienced Remote Paraplanner, to join its friendly and vibrant team. An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and working environment

The aim of the Company then, as it is now, is to obtain clients from professional connections, accountants, solicitors, stockbrokers, and referrals from existing clients.

It is had a policy of keeping a low profile to the public, but a much higher profile with professionals. This, we feel, has given us good rapport and a great deal of respect from its valued clients and introducers

Remote Paraplanner duties are varied and include:

Undertaking and updating product due diligence

Daily interaction with clients and providers

Input of the monthly ongoing fees onto spreadsheet for the business

Preparing information for reports, i.e., illustrations, back up information

Assisting in valuation preparation via our platforms

Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc

Auto enrolment knowledge would be helpful.

The following skills are essential as a Remote Paraplanner:

Numeracy and literacy

Accuracy and attention to detail

Organised and efficient to enable procedures to be carried out effectively.

Compliance knowledge required.

Good sense of humour

Computer literacy

Excellent verbal and written communications.

To work effectively in a small team

Reliability & good time keeping

Proficient in using MS Excel, Outlook, and Word

What’s in it for you????

A competitive salary, commensurate with experience – which you expect to increase from your existing employment – it also offers pension and possibly a discretionary bonus structure dependant on ability/interaction with clients/new business.

PB Recruitment Consultants

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Recruitment Activities

The activities will help you to apply remote jobs high efficiency, do onlne remote job interview and discuss remote job informations

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