Paraplanner

Paraplanner – Remote

Location: Southport, Fully Remote (UK-based)

Salary: Up to £45,000

Job Type: Full-time, Permanent

Reference Number: 9928

About the Role

Recruit UK is working on behalf of a leading financial planning firm who are seeking an experienced Paraplanner to join their growing team. This is a fully remote opportunity, offering you the flexibility to work from home while supporting a network of highly skilled financial advisers. You will play a key role in delivering high-quality technical support, producing compliant suitability reports, and ensuring clients receive an exceptional service.

Please note:

you would need to go to the Southport office initially while getting up and running.

Key Responsibilities

• Preparing detailed and compliant suitability reports and recommendations.
• Conducting in-depth research and analysis on financial products.
• Supporting advisers with technical queries and financial planning solutions.
• Reviewing client files to ensure compliance with FCA regulations.
• Maintaining accurate records and managing client information systems.
• Contributing to the continuous improvement of processes and standards within the team.

About You

• Previous experience working as a Paraplanner within financial services.
• Strong technical knowledge of pensions, investments, and protection products.
• Level 4 Diploma (DipPFS/Equivalent) qualified, or working towards this.
• Excellent written communication skills with attention to detail.
• Strong organisational skills and ability to manage workloads independently.
• Comfortable working remotely, with strong self-motivation and discipline.

What’s on Offer

• Fully remote role – work from anywhere in the UK.
• Competitive salary with bonus potential.
• Full support with ongoing professional qualifications.
• Opportunity to work with a forward-thinking and supportive financial planning firm.

How to Apply

If you are an experienced Paraplanner seeking the flexibility of a remote role, we’d love to hear from you. Apply today through Recruit UK Ltd and take the next step in your career.