Paraplanner

Reed; Easter Howgate; Remote; GBP 40,000 - 60,000; Full time

Job summary

A respected financial planning firm is seeking an experienced Paraplanner to join their team. The role involves delivering high-quality advice solutions, maintaining client records, and ensuring compliance. This position offers a competitive salary, remote working options, and professional development support. Candidates should have strong paraplanning experience and be familiar with various financial planning platforms.

Benefits

Highly competitive salary + up to 10% annual bonus

Remote & flexible working options

28 days holiday + Bank holidays

Professional development support

Excellent benefits including pension and childcare vouchers

Supportive team culture

Qualifications

• Minimum 3 years of paraplanning experience required.
• Familiarity with multiple financial planning platforms.
• Ability to deliver high-quality client outcomes.

Responsibilities

• Maintain accurate client records and KYC data.
• Analyze client objectives for planning opportunities.
• Research and recommend tailored financial solutions.
• Write clear, compliant suitability reports.
• Ensure all advice meets governance standards.

Skills

Strong paraplanning experience

Technical knowledge

Mentoring ability

Client-focused outcomes

Education

CII Diploma in Financial Planning

Tools

Intelligent Office

Curo

Cash Calc

FE Analytics

Dynamic Planner

Job description

Paraplanner Opportunity – Remote

Shape the future of financial planning with a firm that invests in you.

Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for aParaplannerto join their collaborative and forward-thinking team.

This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move.

The Role:

As a Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:

• Maintaining accurate client records and KYC data
• Analysing client objectives to identify planning opportunities
• Researching and recommending tailored financial solutions
• Writing clear, compliant suitability reports
• Ensuring all advice meets governance standards

What’s On Offer:

• Highly competitive salary (DOE) + up to 10% annual bonus based on performance
• Remote & flexible working options
• 28 days holiday + Bank holidays, with a tiered increase to 30 days
• Professional development support– qualifications, CPD & training
• Excellent benefitsincluding pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme
• Supportive, friendly team culture

What You’ll Bring:

• Strong paraplanning experience and technical knowledge
• Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner
• CII Diploma in Financial Planning (or working towards Chartered status)
• Ability to mentor and provide quality assurance within the team
• A passion for delivering outstanding client outcomes

Ready to take the next step?

Apply now and become part of a business where your skills are recognised and your career can thrive.

For more information and confidential chat, contact Pauline Low at Reed on.