Remote Paraplanner

A well-established and growing financial planning business is looking to appoint an experienced Paraplanner to join its expanding team on a fully remote basis. The business has a significant national adviser network, with over 200 Financial Advisers supported by an established Paraplanning team of 33 professionals. This is an opportunity to join a collaborative and well-resourced environment, working alongside experienced Advisers and Paraplanners while benefiting from the flexibility of fully remote working.

As a Paraplanner, you will provide high-quality technical and financial planning support to Financial Advisers and their clients.
Your responsibilities will include:

• Preparing suitability reports and client recommendations

• Conducting research and analysis across pensions, investments and protection

• Supporting Advisers with the preparation and implementation of financial planning recommendations

• Preparing accurate and compliant client documentation

• Liaising with providers and third parties where required

• Managing a varied workload and ensuring deadlines are met

• Working closely with Advisers and the wider Paraplanning team

• Maintaining high standards of accuracy, compliance and client service

The successful candidate will have:

• Level 4 Diploma in Financial Planning (or equivalent)

• Experience working as a Paraplanner

• Strong technical knowledge across pensions, investments and other areas of financial planning

• Experience producing suitability reports and supporting financial planning recommendations

• Excellent attention to detail and a strong understanding of compliance
  
  The ability to manage your own workload effectively in a remote environment

• Strong communication and organisational skills

• A proactive and collaborative approach

• Salary up to £45,000

• Fully remote working

• Join an established 33-person Paraplanning team

• Work alongside a network of 200+ Financial Advisers

• A supportive and collaborative working environment

• Long-term career development opportunities

• The opportunity to join a growing and well-established financial planning business

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.