Paraplanner – Remote

Attached to either Hereford or Truro

About the role

Join a growing financial services business supporting independent financial advisers across the UK. You’ll produce accurate, compliant and well-researched recommendations that help deliver excellent client outcomes.

Key responsibilities

• Manage paraplanning requests and support new business across protection, investments and pensions.
• Review client information, identify gaps and liaise with advisers.
• Research providers, funds, risk, performance and charges.
• Prepare quotations, illustrations, cash-flow forecasts and suitability reports.
• Ensure work meets regulatory, data protection and internal standards.

What you’ll bring

• Level 4 financial planning qualification or equivalent, ideally progressing towards Advanced.
• At least two years’ financial services experience and familiarity with back-office systems.
• Excellent written accuracy, attention to detail, organisation and problem-solving skills.
• Sound judgement, discretion and the ability to work effectively both remotely and as part of a team.

Package

Location: Remote within reasonable travel to office if required, with flexible working patterns.

Salary: Up to £40,000 depending on experience, based on 35 hours per week.

Benefits: 25 days’ holiday plus bank holidays and your birthday off, life assurance, income protection, study support, pension and flexible benefits.