Paraplanner

ePeople; London; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading financial advisory firm is seeking an experienced Paraplanner to join their team. This remote role involves preparing suitability reports, conducting technical research, and supporting advisers. Ideal candidates will have at least 3 years' experience in financial planning and a Diploma in Financial Planning. The position offers professional development towards Chartered status and a collaborative team environment.

Benefits

Flexible remote working

Professional development support

Collaborative team environment

Qualifications

• Minimum of 3 years of experience as a Paraplanner within a financial advisory or wealth management setting.
• Qualified to Diploma in Financial Planning (DipPFS) or equivalent (or working towards).
• Strong technical knowledge of pensions, investments, and protection products.
• Proficient in financial planning software.

Responsibilities

• Prepare accurate suitability reports and investment proposals in line with FCA regulations.
• Conduct technical research across pensions, investments, and estate planning.
• Support financial advisers in delivering high-quality client service.
• Ensure compliance with internal procedures and legislation.

Skills

Financial planning experience

Report writing

Technical research

Communication skills

Organisational ability

Education

Diploma in Financial Planning (DipPFS)

Tools

Voyant

Truth

Intelligent Office

Microsoft Office Suite

Job description

Social network you want to login/join with:

ePeople is recruiting for a leading financial advisory and wealth management firm seeking an experienced Paraplanner to join their growing team. This is a remote role with occasional travel to their London headquarters.

The ideal candidate will have strong experience in financial planning, suitability report writing, and technical research within an FCA-regulated environment.

Responsibilities

• Prepare accurate suitability reports, investment proposals, and recommendation letters in line with FCA regulations.
  
• Conduct technical research across pensions, investments, protection, estate planning, and tax-efficient solutions.
  
• Support financial advisers in delivering high-quality client service.
  
• Liaise with product providers to obtain up-to-date policy information and valuations.
  
• Ensure compliance with internal procedures and current legislation.
  
• Collaborate with advisers, administrators, and compliance teams to progress cases efficiently.
  

Requirements

Key Skills & Experience Required

• Minimum of 3 years’ experience as a Paraplanner within a financial advisory or wealth management setting.
  
• Qualified to Diploma in Financial Planning (DipPFS) or equivalent (or working towards).
  
• Strong technical knowledge of pensions, investments, and protection products.
  
• Proficient in financial planning software (e.g., Voyant, Truth, Intelligent Office) and Microsoft Office Suite.
  
• Excellent communication skills, high attention to detail, and strong organisational ability.
  
• Flexible remote working with occasional HQ visits.
  
• Professional development and exam support towards Chartered status.
  
• Exposure to a diverse and high-value client base.
  
• Collaborative and supportive team environment.
  

Job Description

This is a remote position.

ePeople is recruiting for a leading financial advisory and wealth management firm seeking an experienced Paraplanner to join their growing team. This is a remote role with occasional travel to their London headquarters.
The ideal candidate will have strong experience in financial planning, suitability report writing, and technical research within an FCA-regulated environment.
Responsibilities

• Prepare accurate suitability reports, investment proposals, and recommendation letters in line with FCA regulations.
  
• Conduct technical research across pensions, investments, protection, estate planning, and tax-efficient solutions.
  
• Support financial advisers in delivering high-quality client service.
  
• Liaise with product providers to obtain up-to-date policy information and valuations.
  
• Ensure compliance with internal procedures and current legislation.
  
• Collaborate with advisers, administrators, and compliance teams to progress cases efficiently.
  

Requirements

Key Skills & Experience Required

• Minimum of 3 years’ experience as a Paraplanner within a financial advisory or wealth management setting.
  
• Qualified to Diploma in Financial Planning (DipPFS) or equivalent (or working towards).
  
• Strong technical knowledge of pensions, investments, and protection products.
  
• Proficient in financial planning software (e.g., Voyant, Truth, Intelligent Office) and Microsoft Office Suite.
  
• Excellent communication skills, high attention to detail, and strong organisational ability.
  

Benefits

Benefits

• Flexible remote working with occasional HQ visits.
  
• Professional development and exam support towards Chartered status.
  
• Exposure to a diverse and high-value client base.
  
• Collaborative and supportive team environment.
  

Requirements
Key Skills & Experience Required Minimum of 3 years’ experience as a Paraplanner within a financial advisory or wealth management setting. Qualified to Diploma in Financial Planning (DipPFS) or equivalent (or working towards). Strong technical knowledge of pensions, investments, and protection products. Proficient in financial planning software (e.g., Voyant, Truth, Intelligent Office) and Microsoft Office Suite. Excellent communication skills, high attention to detail, and strong organisational ability.