Paraplanner

Recruit UK; Sefton; Remote; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Competitive salary with bonus potential

Full support with ongoing professional qualifications

Opportunity to work with a supportive financial planning firm

Job summary

A leading financial planning firm is seeking an experienced Paraplanner to join their remote team. This role offers the flexibility to work from home while providing comprehensive technical support to financial advisers. Candidates should have a strong understanding of financial products and a commitment to delivering exceptional client service. Competitive salary and bonus potential are available, along with support for professional development.

Qualifications

• Previous experience working as a Paraplanner within financial services.
• Comfortable working remotely, with strong self-motivation and discipline.

Responsibilities

• Preparing detailed and compliant suitability reports and recommendations.
• Conducting in-depth research and analysis on financial products.
• Supporting advisers with technical queries and financial planning solutions.
• Reviewing client files to ensure compliance with FCA regulations.
• Maintaining accurate records and managing client information systems.
• Contributing to the continuous improvement of processes and standards within the team.

Skills

Strong technical knowledge of pensions

Strong technical knowledge of investments

Strong technical knowledge of protection products

Excellent written communication skills

Strong organizational skills

Self-motivation and discipline

Education

Level 4 Diploma (DipPFS/Equivalent)

Job description

Paraplanner – Remote

Location: Southport, Fully Remote (UK-based)

Salary: Up to £45,000

Job Type: Full-time, Permanent

Reference Number: 9928

About the Role

Recruit UK is working on behalf of a leading financial planning firm who are seeking an experienced Paraplanner to join their growing team. This is a fully remote opportunity, offering you the flexibility to work from home while supporting a network of highly skilled financial advisers. You will play a key role in delivering high-quality technical support, producing compliant suitability reports, and ensuring clients receive an exceptional service. Please note: you would need to go to the Southport office initially while getting up and running.

Key Responsibilities

• Preparing detailed and compliant suitability reports and recommendations.
• Conducting in-depth research and analysis on financial products.
• Supporting advisers with technical queries and financial planning solutions.
• Reviewing client files to ensure compliance with FCA regulations.
• Maintaining accurate records and managing client information systems.
• Contributing to the continuous improvement of processes and standards within the team.

About You

• Previous experience working as a Paraplanner within financial services.
• Strong technical knowledge of pensions, investments, and protection products.
• Level 4 Diploma (DipPFS/Equivalent) qualified, or working towards this.
• Excellent written communication skills with attention to detail.
• Strong organisational skills and ability to manage workloads independently.
• Comfortable working remotely, with strong self-motivation and discipline.

What’s on Offer

• Fully remote role – work from anywhere in the UK.
• Competitive salary with bonus potential.
• Full support with ongoing professional qualifications.
• Opportunity to work with a forward-thinking and supportive financial planning firm.

How to Apply

If you are an experienced Paraplanner seeking the flexibility of a remote role, we’d love to hear from you. Apply today through Recruit UK Ltd and take the next step in your career.