ParaplannerLocation: Fully Remote
Salary: Up to £40,000 + Benefits
Job Type: Full-Time | Permanent
A boutique Wealth Management firm is looking to appoint an experienced Paraplanner to join its growing team on a fully remote basis. This is an excellent opportunity for a technically strong individual with experience supporting Financial Advisers within a Financial Planning environment who is looking for flexibility, autonomy, and long-term career development.
The RoleWorking closely with Financial Advisers, you will provide high-quality technical and administrative support across all aspects of the financial planning process.
Key responsibilities will include:
*Preparing suitability reports and recommendation letters
*Conducting research across pensions, investments, and protection products
*Assisting Advisers in developing financial planning strategies for clients
*Analysing client information and preparing cashflow modelling where required
*Liaising with providers and third parties to obtain information and progress cases
*Supporting the end-to-end advice process and ensuring files are fully compliant
*Maintaining accurate client records and documentation
*Assisting with annual reviews and ongoing servicing requirements
About YouThe successful candidate will have:
*Previous experience working as a Paraplanner within a Financial Planning or Wealth Management environment
*Strong technical knowledge of pensions, investments, and protection products
*Experience preparing suitability reports
*Excellent attention to detail and organisational skills
*Strong communication and relationship-building abilities
*The ability to work independently in a fully remote environment
*Progress towards or completion of Level 4 Diploma qualifications would be advantageous
What’s on Offer*Salary up to £40,000 depending on experience
*Fully remote working arrangement
*Supportive and collaborative boutique firm culture
*Long-term career progression opportunities
*Company benefits package