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  • Bedfordshire, Avon, Berkshire, Buckinghamshire, Cambridgeshire, Cheshire, Cornwall, Cumbria, Derbyshire, Devon, Dorset, Durham, Essex, Gloucestershire, Hampshire, Herefordshire, Hertfordshire, Kent, Lancashire, Leicestershire, Lincolnshire, Merseyside, Norfolk, Northamptonshire, Northumberland, Nottinghamshire, Oxfordshire, Rutland, Shropshire, Somerset, Staffordshire, Suffolk, Surrey, Sussex, Tyne and Wear, Warwickshire, West Midlands, Wiltshire, Worcestershire, Yorkshire
  • Permanent
  • up to £50,000 plus Benefits and Bonus

Job details.

Paraplanner - 100% Home based - Salary negotiable to £50K per annum

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.

The role:

  • Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a Senior Financial Planner. The Financial Planner you will be supporting has an established bank of UHNW clients and therefore works on some varied an interesting solutions which you will be involved in, allowing you the opportunity to use your knowledge and experience to the full potential
  • 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 Paraplanners within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage and will be able to command the higher salaries.
  • Knowledge of Pensions, Investments, EIS, VCT, Pension Transfers, Offshore Bonds etc
  • Candidates must have strong attention to detail and should be excellent report writers.
  • The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.

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.

On offer:

  • Salary £40-50K
  • Annual Discretionary Bonus
  • Benefits including; Pension, PMI, Income Protection, DIS, Flexible Benefits etc
  • Buy/ Sell holiday
  • Opportunities for career advancement and professional development


  1. Financial Services
  2. Financial Planning

David Everingham

Director - Financial Services

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