Remote Paraplanner | £38,000 – £40,000 DOE + Excellent Benefits | Fully Remote (UK)
Are you an experienced Paraplanner looking for a fully remote role with genuine flexibility, a clear path to Level 6, and a team that values quality over volume?
We’re recruiting on behalf of a well-established, award-winning wealth management group that supports a nationwide network of Independent Financial Advisers. Their model gives advisers the systems, compliance support and back-office resource they need, and as a Paraplanner you’ll be central to delivering accurate, compliant and well-researched recommendations that make a real difference to clients.
What’s on offer
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Salary of £38,000 – £40,000, depending on experience
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100% remote working (UK-based)
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35-hour week with flexible working patterns, open to discussion
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25 days’ holiday plus bank holidays, and your birthday off
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Study support with a clear route to Level 6 (Chartered)
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Pension, life assurance and income protection
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Flexible benefits platform
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A supportive, collaborative culture recognised as one of the best places to work in the industry
What you’ll be doing
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Logging and managing paraplanning requests from a network of IFAs
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Producing paraplanning for both straightforward and complex cases, including:
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Individual and business protection
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Investment contributions and replacement business
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Pension contributions and drawdown
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Esoteric investments
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Supporting the Pension Switch team when needed
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Reviewing fact finds, objectives, attitude to risk and existing plan information, and following up with advisers where information is incomplete
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Researching providers and funds, covering risk scoring, past performance and charges, using Dynamic Planner and FE Analytics
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Running quotes and illustrations through provider platforms, Assureweb and IRESS
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Preparing cashflow modelling forecasts
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Drafting clear, compliant suitability reports and finalising them following adviser approval and file-checking feedback
What you’ll bring
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Level 4 Diploma (CII or equivalent), essential
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At least 2 years’ experience as a Paraplanner in financial services
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Experience of financial services back-office systems
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Strong technical writing skills, with the ability to turn complex information into clear, concise reports
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Sharp attention to detail in accuracy, layout, spelling and grammar
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Good knowledge of current financial regulation
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Excellent organisation and time management, comfortable working to deadlines remotely
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A proactive, can-do attitude, sound judgement and a team-player mindset
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Ambition to progress towards Level 6
Why apply?
This is a chance to join a growing, highly resourced team where your work is valued, your development is supported, and your working pattern fits around your life rather than the other way round
