Home Based Paraplanner

mbf; United Kingdom; Remote; GBP 42,300 - 51,700; Full time

Benefits offered by this job

Annual discretionary bonus

Group life assurance & income protection

Private medical insurance

Employee Assistance Programme

Flexible benefits platform

Full exam support and training for further qualifications

Job summary

A leading Wealth Management firm in the UK is looking for an experienced Paraplanner to join their team. This fully remote position offers a salary of up to £47,000 and emphasizes career progression and professional development. Responsibilities include preparing suitability reports and conducting technical research while collaborating with financial planners. This role is ideal for candidates seeking a supportive work culture with opportunities for advancement.

Qualifications

• Experience in a paraplanning role within a Financial Planning or Wealth Management firm.
• Strong technical knowledge and a proactive, detail-oriented mindset.
• Ability to work independently while maintaining strong communication with remote teams.

Responsibilities

• Preparing detailed and compliant suitability reports across a broad range of advice areas.
• Conducting technical research to support advice strategies.
• Ensuring client files are fully compliant and up-to-date.
• Collaborating closely with Advisers to ensure accurate advice delivery.
• Supporting Financial Planners in complex advice areas.
• Contributing to the use and optimisation of planning tools and systems.

Skills

Experience in a paraplanning role

Strong technical knowledge

Proactive, detail-oriented mindset

Ability to work independently

Education

Minimum Level 4 Diploma in Financial Planning

Job description

Role

Director/Senior Recruitment Consultant - Financial Services - South West & Wales

We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration.

This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever you’re based.

The Role

As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:

• Preparing detailed and compliant suitability reports across a broad range of advice areas and product types
• Conducting technical research to support advice strategies
• Ensuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standards
• Collaborating closely with Advisers to ensure accurate and client-focused advice delivery
• Supporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when required
• Contributing to the use and optimisation of planning tools and systems

What we’re looking for

• Experience in a paraplanning role within a Financial Planning or Wealth Management firm
• Minimum Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge and a proactive, detail-oriented mindset
• Ability to work independently while maintaining strong communication with remote teams

You’ll be supported with a full suite of modern technology and systems to mirror the office experience. In addition, there’s a strong focus on ongoing development and progression within the business.

What’s on offer

• Salary up to £47,000
• Annual discretionary bonus
• Group life assurance & income protection
• Private medical insurance
• Employee Assistance Programme
• Flexible benefits platform
• Full exam support and training for further qualifications

This is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.