Paraplanner

Remote Working

Flexible & Remote Working Study Support Career Progression Pension Scheme Life Assurance Health & Wellbeing Benefits

An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team.

This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance.

• Supporting Advisers with technical research and financial planning recommendations
• Producing suitability reports, recommendation letters and client-facing documentation
• Assisting with pension, investment, protection and tax planning cases
• Reviewing and updating client reports in line with objectives and risk profiles
• Conducting technical research and analysing product solutions
• Working closely with advisers to deliver tailored financial planning strategies
• Ensuring all work is completed in line with regulatory and compliance requirements

• Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent
• Strong technical knowledge across pensions, investments, protection and wider wealth management solutions
• Experience producing suitability reports and supporting the advice process
• Good understanding of FCA regulations and compliance requirements
• Strong analytical, communication and report-writing skills
• Able to work independently while collaborating effectively with remote teams

If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.