Full job descriptionParaplannerRemote 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.


The Role*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


About You*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.