£27,000 - £32,000 yearly
Unity Paraplanning
Remote (Home-based)
• Please mention Financial Planning Jobs when applying •
As a Unity Paraplanner, you will build a close relationship with our financial planning firms. Day to day, you will get involved in planning conversations, research, analysis and report-writing.
You will have a good base of technical knowledge across pensions, investments, protection and estate planning, along with an ability to apply this to each client's individual circumstances. When writing reports, we favour straightforward language in an easy to read format, using tables and diagrams to help bring the advice to life.
Additionally, you will have a keen enthusiasm for getting the right outcomes for the end client and the motivation to question, challenge and suggest better ways of doing things, where appropriate, in a constructive and supportive manner.
Ongoing training and exam support is provided, along with exam leave and membership to relevant professional bodies....