Paraplanner

Remote Paraplanner

£45,000 to £50,000

Base (negotiable) plus a comprehensive benefits package along with exam support.

An award-winning Chartered Financial Planning, recognised for excellence across multiple industry awards currently requires a MINIMUM DIPLOMA LEVEL 4 QUALIFIED AND EXPERIENCED PARAPLANNER

As an independent firm, it provides trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, and achieve long-term financial goals. It offers a supportive, family-friendly culture with some flexibility around hybrid working.

Paraplanner - Role Description:

In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support.

Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.

Paraplanner - Requirements:

• Strong knowledge of financial planning and investments
• Excellent analytical and report-writing skills
• Clear verbal and written communication
• Level 4 Diploma in Financial Planning (or working towards); progress toward Chartered status is an advantage
• Ability to work independently and collaboratively
• Experience in a similar paraplanning role and familiarity with financial planning software (e.g., IRESS Xplan) is desirable

Paraplanner - Package:

• Salary: c£45,000 to £50,000 depending on experience
• Death in Service (2 × salary)
• Non-contributory pension (7% employer contribution)
• Paid CII membership
• Flexible/hybrid working
• 33 days holiday (21 flexible days + 12 office closure/bank holidays)
• Family-friendly working culture