Paraplanner
Remote / Online - Candidates ideally in
Guiseley, West Yorkshire, LS20, England, UK
Listed on 2026-06-27
Guiseley, West Yorkshire, LS20, England, UK
Listing for:
Clayton Davies Ltd
Remote/Work from Home
position Listed on 2026-06-27
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Advisor / Consultant
Job Description & How to Apply Below
HOME BASED
Our client is seeking a motivated and detail‑oriented Paraplanner to join their growing financial planning team. This is a key support role, working closely with Financial Advisers to deliver high‑quality advice to clients.
You will be responsible for preparing suitability reports, conducting research, and ensuring all recommendations meet regulatory standards.
Role & Responsibilities:- Prepare accurate and compliant suitability reports
- Conduct research and analysis on financial products (pensions, investments, protection)
- Support advisers in developing financial planning strategies
- Gather and maintain client information and fact finds
- Liaise with providers, clients, and internal teams
- Ensure all work complies with FCA regulations
- Assist with cashflow modelling and financial planning tools
- Maintain up‑to‑date knowledge of industry developments and legislation
- Previous experience in a Paraplanner or similar technical support role
- Diploma in Financial Planning (or working towards)
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×