Paraplanner – Remote in the UK
Work from anywhere in the UK – Fully Remote Opportunity!
Are you an experienced Paraplanner looking for the flexibility of a fully remote role while still being part of a forward-thinking, client-centric wealth management firm? This is your chance to join a company that values technical excellence, career progression, and work-life balance.
Up to £45,000 – Competitive salary based on experience, plus excellent benefits.
Why This Role?
Fully Remote – Work from anywhere in the UK, with all the tools and support you need.
Career Progression – Ongoing professional development and support towards further qualifications.
Work with a High-Calibre Team – Collaborate with experienced Financial Planners and Administrators in a supportive and structured environment.
Client-Centric Approach – Work with a firm that prioritises tailored financial advice and long-term client relationships.
The Role:
As a Paraplanner, you will be at the heart of the financial planning process, supporting advisers by producing high-quality, compliant reports and technical research. Your day-to-day will include:
Conducting in-depth research and analysis on financial products.
Preparing suitability reports and recommendations in line with client objectives.
Ensuring compliance with FCA regulations and company standards.
Liaising with Financial Advisers and Administrators to ensure seamless client service.
Assisting with cashflow modelling and technical calculations.
What We’re Looking For:
Level 4 Diploma qualified (or working towards it).
Proven experience in a Paraplanning role within an IFA or Wealth Management firm.
Strong technical knowledge of pensions, investments, and protection products.
Excellent attention to detail and the ability to interpret complex financial information.
Proficiency with financial planning software (e.g., Intelligent Office, FE Analytics, Cashflow Modelling tools).
A proactive mindset with a passion for delivering high-quality advice and solutions.
What’s in It for You?
Salary up to £45,000 (depending on experience).
Funded professional development – support towards Chartered status.
100% remote working – flexibility to structure your own day.
All necessary tech provided to ensure a seamless home-working experience.
A positive and inclusive team culture with regular virtual check-ins and meet-ups.
This is a fantastic opportunity for an experienced Paraplanner who thrives in a remote environment and wants to be part of a growing and highly respected firm.