We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit a fixed term contract Paraplanner. Our client is a true market leader, recognised for its innovation, success and growth over the past few years.
They are currently seeking to recruit Paraplanners for an initial 6 month fixed-term contract, ideally for an immediate start. This is a fully remote position with a competitive salary to £55,000.
Key Responsibilities:
- Produce high-quality, compliant suitability reports and client documentation
- Collaborate with Financial Planners on complex cases, providing technical support and recommendations
- Perform in-depth research and cashflow modelling to support tailored financial planning strategies
- Ensure documentation and records meet FCA and company compliance standards
- Support and mentor less experienced paraplanning staff; act as a subject matter expert
- Attend client meetings when required, contributing to an exceptional client experience
What We’re Looking For:
- Ideally 5+ years of paraplanning experience
- Diploma in Financial Planning (minimum); working towards Chartered status is advantageous
- Strong technical knowledge of financial products, platforms, and FCA regulations
- High attention to detail and strong communication skills
- Proven ability to manage multiple priorities in a fast-paced, remote environment
Why Apply?
- Immediate start with no onboarding delay
- Fully remote - work from anywhere in the UK
- Opportunity to make a meaningful impact within a high-performing team
- Excellent exposure to high-net-worth client planning scenarios
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
