Remote Paraplanner
Remote / Online - Candidates ideally in
London, Greater London, W1B, England, UK
Listed on 2026-10-20
London, Greater London, W1B, England, UK
Listing for:
Achieve Recruitment Ltd
Full Time, Remote/Work from Home
position Listed on 2026-10-20
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Compliance, Financial Reporting, Financial Services
Job Description & How to Apply Below
Are you an experienced Paraplanner looking for a fully remote role with genuine flexibility, a clear path to Level 6, and a team that values quality over volume?
We’re recruiting on behalf of a well-established, award-winning wealth management group that supports a nationwide network of Independent Financial Advisers. Their model gives advisers the systems, compliance support and back-office resource they need, and as a Paraplanner you’ll be central to delivering accurate, compliant and well-researched recommendations that make a real difference to clients.
What’s on offer
* Salary of £38,000 – £40,000, depending on experience
* 100% remote working (UK-based)
* 35-hour week with flexible working patterns, open to discussion
* 25 days’ holiday plus bank holidays, and your birthday off
* Study support with a clear route to Level 6 (Chartered)
* Pension, life assurance and income protection
* Flexible benefits platform
* A supportive, collaborative culture recognised as one of the best places to work in the industry
What you’ll be doing
* Logging and managing paraplanning requests from a network of IFAs
* Producing paraplanning for both straightforward and complex cases, including:
* Individual and business protection
* Investment contributions and replacement business
* Pension contributions and drawdown
* Esoteric investments
* Supporting the Pension Switch team when needed
* Reviewing fact finds, objectives, attitude to risk and existing plan information, and following up with advisers where information is incomplete
* Researching providers and funds, covering risk scoring, past performance and charges, using Dynamic Planner and FE Analytics
* Running quotes and illustrations through provider platforms, Assureweb and IRESS
* Preparing cashflow modelling forecasts
* Drafting clear, compliant suitability reports and finalising them following adviser approval and file-checking feedback
What you’ll bring
* Level 4 Diploma (CII or equivalent), essential
* At least 2 years’ experience as a Paraplanner in financial services
* Experience of financial services back-office systems
* Strong technical writing skills, with the ability to turn complex information into clear, concise reports
* Sharp attention to detail in accuracy, layout, spelling and grammar
* Good knowledge of current financial regulation
* Excellent organisation and time management, comfortable working to deadlines remotely
* A proactive, can-do attitude, sound judgement and a team-player mindset
* Ambition to progress towards Level 6
Why apply?
This is a chance to join a growing, highly resourced team where your work is valued, your development is supported, and your working pattern fits around your life rather than the other way round
Additional Information / Benefits
Remote
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