Remote Paraplanner

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

• Salary of £38,000 – £40,000, depending on experience

• 100% remote working (UK-based)

• 35-hour week with flexible working patterns, open to discussion

• 25 days’ holiday plus bank holidays, and your birthday off

• Study support with a clear route to Level 6 (Chartered)

• Pension, life assurance and income protection

• Flexible benefits platform

• A supportive, collaborative culture recognised as one of the best places to work in the industry

What you’ll be doing

• Logging and managing paraplanning requests from a network of IFAs

• Producing paraplanning for both straightforward and complex cases, including:

• Individual and business protection

• Investment contributions and replacement business

• Pension contributions and drawdown

• Esoteric investments

• Supporting the Pension Switch team when needed

• Reviewing fact finds, objectives, attitude to risk and existing plan information, and following up with advisers where information is incomplete

• Researching providers and funds, covering risk scoring, past performance and charges, using Dynamic Planner and FE Analytics

• Running quotes and illustrations through provider platforms, Assureweb and IRESS

• Preparing cashflow modelling forecasts

• Drafting clear, compliant suitability reports and finalising them following adviser approval and file-checking feedback

What you’ll bring

• Level 4 Diploma (CII or equivalent), essential

• At least 2 years’ experience as a Paraplanner in financial services

• Experience of financial services back-office systems

• Strong technical writing skills, with the ability to turn complex information into clear, concise reports

• Sharp attention to detail in accuracy, layout, spelling and grammar

• Good knowledge of current financial regulation

• Excellent organisation and time management, comfortable working to deadlines remotely

• A proactive, can-do attitude, sound judgement and a team-player mindset

• 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