Remote Paraplanner

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.

Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.

The Role:

This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.

Key Responsibilities:

• Preparing detailed suitability reports and financial planning documentation
• Conducting technical research across pensions, investments, tax planning and protection
• Supporting advisers with complex client cases, particularly within the HNW/UHNW space
• Liaising with internal teams, including discretionary investment managers
• Ensuring all work is compliant with current regulations and internal standards

Requirements:

• Proven experience working as a Paraplanner within a wealth management or IFA environment
• Strong technical knowledge across financial planning areas
• Experience supporting high-net-worth clients is highly desirable
• Diploma qualified (or working towards Chartered status preferred)
• Excellent attention to detail and report writing skills

What's on Offer:

• Fully remote working
• Competitive salary up to £62,000 (depending on experience)
• Strong bonus structure
• Comprehensive benefits package
• Opportunity to work with a highly regarded firm and complex client base
• Potential for a permanent position following the initial contract

This is an excellent opportunity for a technically strong Paraplanner who enjoys working in a high-quality environment and is looking to be part of a respected and growing organisation.