Paraplanner

recruitment22; Grimsby; Remote; GBP 38,000 - 45,000; Full time

Job summary

A growing financial planning firm is looking for an experienced Paraplanner to provide support to advisers in delivering exceptional financial advice. This remote position requires strong analytical and communication skills along with a proactive approach. The firm offers benefits such as funded professional exams and 25 days of holiday plus bank holidays.

Benefits

Funded professional exams

25 days holiday plus bank holidays

Qualifications

• Experience in a financial advice environment.
• Proactive and detail-oriented.
• Ability to manage multiple priorities.

Responsibilities

• Prepare detailed financial planning reports for advisers.
• Conduct research on financial products.
• Support advisers with client reviews and requests.
• Stay updated with financial products and legislation.
• Ensure compliance with standards.

Skills

Analytical skills

Strong communication skills

Organizational skills

Job description

Paraplanner – Remote - £45,000

A growing financial planning firm is seeking an experienced Paraplanner to join their expanding team. This is an excellent opportunity to work closely with advisers, supporting them in delivering first-class financial advice and maintaining the highest standards of client service.

The role

Working as part of a professional and collaborative team, you will provide technical support and ensure clients receive accurate, compliant, and timely financial recommendations.

Key responsibilities

• Preparing detailed financial planning reports for advisers to present to clients
• Conducting research on financial products and identifying suitable client solutions
• Supporting advisers with client reviews, requests, and day-to-day queries
• Staying up to date with financial products, markets, and legislation
• Ensuring all work meets firm and industry compliance standards

The person

You’ll be a proactive, organised, and detail-oriented individual with experience in a financial advice environment. Strong analytical and communication skills, along with the ability to manage multiple priorities, are essential.

Benefits

• Funded professional exams and full study support
• 25 days holiday (plus bank holidays)