Paraplanner

Location: Fully Remote

Salary: Up to £40,000 + Benefits

Job Type: Full-Time | Permanent

A boutique Wealth Management firm is looking to appoint an experienced Paraplanner to join its growing team on a fully remote basis. This is an excellent opportunity for a technically strong individual with experience supporting Financial Advisers within a Financial Planning environment who is looking for flexibility, autonomy, and long-term career development.

The Role

Working closely with Financial Advisers, you will provide high-quality technical and administrative support across all aspects of the financial planning process.

Key responsibilities will include:

• Preparing suitability reports and recommendation letters
• Conducting research across pensions, investments, and protection products
• Assisting Advisers in developing financial planning strategies for clients
• Analysing client information and preparing cashflow modelling where required
• Liaising with providers and third parties to obtain information and progress cases
• Supporting the end-to-end advice process and ensuring files are fully compliant
• Maintaining accurate client records and documentation
• Assisting with annual reviews and ongoing servicing requirements

About You

The successful candidate will have:

• Previous experience working as a Paraplanner within a Financial Planning or Wealth Management environment
• Strong technical knowledge of pensions, investments, and protection products
• Experience preparing suitability reports
• Excellent attention to detail and organisational skills
• Strong communication and relationship-building abilities
• The ability to work independently in a fully remote environment
• Progress towards or completion of Level 4 Diploma qualifications would be advantageous

What’s on Offer

• Salary up to £40,000 depending on experience
• Fully remote working arrangement
• Supportive and collaborative boutique firm culture
• Long-term career progression opportunities
• Company benefits package