Corbel Partners

Company Description
Corbel Partners supports financial advisers through every stage of their professional journey, helping them focus on what is best for their clients and their own long-term success. The organization is highly trusted by its community, with 100% of members indicating they would recommend Corbel Partners to other advisers.
Role Description
The Paraplanner role at Corbel Partners is a full-time remote position focused on supporting financial advisers with high-quality paraplanning work. Day-to-day responsibilities include conducting research and analysis on investments and financial products, and drafting clear, compliant reports and recommendations, and preparing supporting paperwork. The use of SelectaPension and Cashcalc would be helpful.
The Paraplanner will collaborate closely with advisers to interpret objectives, model financial scenarios, and document advice in line with regulatory and internal standards. There's a big and very supportive team of 30 Paraplanners who work together effectively to support the network.
Direct Applicants only please.
Package
Salary: £38,135 for diploma level paraplanners (negotiable for advanced exams)
Pension: full 8% contribution per year
Death in service: 2x salary
PMI: taxable benefit in kind
Holidays: 20 + Bank Hols + Birthday + we close over Christmas
Exams: CII membership and first exam sittings up to Chartered/Fellow.
Qualifications
<ul>
<li>Level 4 Diploma is essential.</li>
<li>2 years experience as a paraplanner.</li>
<li>Must live in Great Britain.</li>
<li>Working towards Chartered /Advanced a preference.</li>
<li>Candidates should possess strong skills in Financial Planning and Finance, with the ability to interpret client goals and develop suitable strategies.</li>
<li>Candidates should possess solid Analytical Skills to assess client data, model scenarios, and evaluate the suitability of recommendations.</li>
<li>Candidates should possess a good understanding of Investments, including risk profiles, product types, and fund options.</li>
<li>Candidates should possess excellent Report Writing abilities, with clear, concise, and compliant documentation of advice and recommendations</li>
<li>Strong attention to detail, organizational skills, and the ability to manage multiple tasks in a remote environment are essential.</li>
<li>Effective communication skills and experience collaborating with financial advisers.</li>
</ul>

Paraplanner

Paraplanner

This job is no longer available

Talents

Recruiters

About