Position: Remote Paraplanner
Salary: Up to £40,000 + benefits
We are partnering with an award-winning, national independent financial planning firm to recruit an additional Paraplanner. Our client is highly regarded within the financial services industry for their commitment to excellence, innovation and delivering tailored advice to clients across the UK.
Location
This is a fully remote role, offering the flexibility to work from anywhere in the UK, with occasional office visits as required.
Role Overview
As a Paraplanner, you will play a key role in supporting Financial Advisors by producing high-quality reports, carrying out detailed research, and providing technical expertise to ensure clients receive exceptional financial advice.
Key Responsibilities
- Work closely with Advisors to produce clear, accurate, and compliant client reports
- Conduct in-depth research on financial products, investment options, and regulatory updates
- Provide technical support and insights on complex financial planning matters
- Assist in developing tailored financial strategies and recommendations for clients
- Maintain up-to-date knowledge of industry regulations and best practices
- Assist with Letters of Authority and provider correspondence
Requirements
- Level 4 Diploma qualified (preferred)
- Previous experience in a Paraplanning or similar role within financial services
- Strong analytical skills with excellent attention to detail
- Outstanding written and verbal communication skills
- Ability to work independently and manage multiple priorities effectively
- Proficient in financial planning software and Microsoft Office
Package & Benefits
- Salary of up to £40,000
- 25 days holiday + bank holidays
- Life assurance & income protection
- Pension scheme
- Flexible benefits platform
- Supportive, flexible environment with excellent career development
- Full exam support for both Level 4 & Level 6
- Fully remote working with occasional office interaction
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
