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