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Senior Paraplanner - Home based

  • Cheshire, Cumbria, Derbyshire, Durham, Gloucestershire, Herefordshire, Lancashire, Leicestershire, Lincolnshire, Merseyside, Norfolk, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Rutland, Shropshire, Staffordshire, Tyne and Wear, Warwickshire, West Midlands, Wiltshire, Worcestershire, Yorkshire, Birmingham, Bradford, Carlisle
  • Permanent
  • up to £50,000 (potentially negotiable) plus bonus and benefits

Job details.

Senior Paraplanner - Home Based - Salary to £50K plus Benefits (Potentially Negotiable)

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.

Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to one or two Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.


  • Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally be Level 6 qualified or within one or two exams.
  • Minimum Level 4 qualification is ESSENTIAL
  • Highly capable report writer with first class written and verbal communication skills
  • As a Senior Paraplanner, candidates should have experience with a wide range of products and services, including writing more technical reports usually associated with UHNW clients.

On offer:

  • Basic salary of up to £50,000 (potentially negotiable depending on experience)
  • Company benefits including Pension, DIS, Income Protection, PMI etc
  • If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
  • This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
  • You will be joining a well-known and highly respected organisation with excellent career development opportunities.


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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