Paraplanner

Job Title:

Paraplanner (Fully Remote) Salary:
Up to £40,000 (DOE)

Location:

Fully Remote Company:
Reputable IFA Firm Overview We are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner. This fully remote role will see you supporting Financial Planners by producing high-quality research and suitability reports, helping deliver compliant and tailored advice to clients.

Key Responsibilities Draft clear, compliant suitability reports across pensions, investments, and protection Conduct research and product comparisons to support advice recommendations Analyse client information and assist in formulating financial planning strategies Ensure all work meets FCA and internal compliance standards Liaise with advisers, administrators, and providers throughout the advice process Maintain accurate client records and documentation Requirements Experience as a Paraplanner within an IFA or wealth management firm Strong technical knowledge of pensions and investment products Level 4 Diploma in Regulated Financial Planning (or working towards) Strong report writing and analytical skills Ability to work independently in a remote setting High attention to detail and strong compliance awareness

Desirable Experience with systems such as Intelligent Office, Voyant, or FE Analytics Whats on Offer Salary up to £40,000 Fully remote working Study support and ongoing professional development Stable, reputable firm with a strong pipeline of work