Paraplanner

Recruit UK; Warrington; Remote; GBP 35,000 - 42,000; Full time

Job summary

A leading financial advice firm in the UK is seeking a Fully Remote Paraplanner to provide support in Tax Planning, Pension Technical Cases, and Investment Products. You will join an experienced team and benefit from a starting salary of up to £42,000 with ongoing study support, pension contributions, and private medical insurance. This is a fantastic opportunity for career advancement in a prestigious firm.

Benefits

Salary up to £42,000

Pension Contribution

Private Medical Insurance

Ongoing study support

Qualifications

• Experience in providing paraplanning support.
• Ability to work fully remote.
• Strong organizational skills.

Responsibilities

• Provide paraplanning support around Tax Planning cases.
• Support Pension Technical Cases and Investment Products.
• Conduct Cash Flow Modelling.

Skills

Experience in Tax Planning

Pension Technical Knowledge

Investment Products Knowledge

Cash Flow Modelling

Experience with O&M Pensions

Using Select-a-Pension

Familiarity with Wraps and Platforms

Job description

Job Title : Remote Paraplanner position

Industry : Financial Services

Location : UK Wide

Salary : Up to £42,000 (Higher negotiable DOE)

Job Reference : 100050

Job Description : Remote Paraplanner position

Recruit UK is working on a unique opportunity for a fully remote paraplanner, UK-wide to join a well-established independent financial advice company. Our client is an award-winning and one of the largest chartered financial planning firms in the UK. They are looking for paraplanners to work fully remote, joining an experienced paraplanning team.

You will be providing paraplanning support around Tax Planning cases, Pension Technical Cases, Investment Products and Cash Flow Modelling. Ideally you will have experience utilising O&M Pensions, Select-a-Pension and using Wraps and Platforms.

This is a fantastic opportunity to work 100% home‑based, joining a nationwide and prestigious company, and excel in your career as a paraplanner.

What’s in it for you : Remote Paraplanner position

• Starting salary of up to £42,000 (Higher negotiable DOE)
• Head Offices in Cheshire
• Pension Contribution
• Private Medical Insurance
• DIS
• Ongoing study support and support with exams