Remote Paraplanner

• Annual Salary: £30,000 - £35,000
• Location: Remote (UK-based)
• Job Type: Full-time

Join an award-winning team at a leading financial planning and discretionary investment management firm. I am seeking a high-calibre Paraplanner with excellent communication skills and the ability to process work efficiently and effectively. This role offers the opportunity to be part of a culture that values fun, growth, and excellence in customer service.

• Deliver high-standard administrative and paraplanning support to advisers within the financial services team, ensuring compliance with procedures and internal systems.
• Work seamlessly with the existing paraplanning team and develop continuously with training and support aimed at progressing to a Level 6 qualified Paraplanner.
• Maintain client confidentiality and adhere to data protection and other legislative responsibilities.
• Seek opportunities for continuous improvements and provide feedback to your line manager.
• Be flexible and tackle a variety of tasks on behalf of the team.
• Undertake Continuous Professional Development (CPD) to meet regulatory requirements.

• Log and manage paraplanning requests from advisers.
• Provide support for both basic and complex new business, including individual and business protection, investment contributions, pension contributions, and more.
• Assist the Pension Switch Team as needed.
• Ensure the adviser has sufficient client information recorded within the back-office system.
• Conduct provider and fund research as required and produce quotes/illustrations.
• Prepare cash flow modelling forecasts and draft suitability reports based on comprehensive client information.
• Seek approval from the adviser and finalise suitability reports, including any remedial work as specified.

• Minimum Level 4 Qualified CII or equivalent, ideally working towards Level 6.
• At least 2 years of experience in the Financial Services sector and 1 year in a Trainee Paraplanning role.
• Proficiency in Financial Services back-office systems and computer literacy with knowledge of Word and Outlook.
• Excellent planning, organisation, and time management skills.
• Demonstrated problem-solving skills and a positive, can-do attitude.
• Ability to deliver high-quality work and use good judgement and initiative.
• Proven experience in working remotely and as part of a team.

• Up to £35k
• 25 days’ holiday plus bank holidays.
• Life assurance, income protection, and a pension.
• Access to a flexible benefits platform.
• Opportunity to work in a flexible environment that champions diverse working patterns.

If you are passionate about financial planning and looking for a role that combines challenge with opportunity, please submit your CV and a cover letter detailing your relevant experience and why you are interested in joining our team.