Paraplanner - 6 month FTC

mbf; Remote; GBP 40,000 - 55,000; Full time

Job summary

A financial planning firm is seeking a Paraplanner for a fixed-term contract based in the UK. The role involves preparing financial reports, conducting thorough research in pensions and investments, and ensuring compliance with regulations. The ideal candidate has previous Paraplanner experience and strong technical knowledge. This position offers a competitive salary along with substantial benefits, including over 30 days of holiday and a 100% home-based working arrangement.

Benefits

Generous salary

Over 30 days annual holiday

Pension plan

Home-based working arrangement

Qualifications

• Experience as a Paraplanner in financial planning or wealth management.
• Strong technical expertise in pensions, investments, and tax planning.
• Excellent analytical skills and report writing experience.

Responsibilities

• Prepare detailed financial reports and suitability letters.
• Conduct research on pensions, investments, and tax planning.
• Ensure compliance with FCA regulations and company standards.

Skills

Paraplanner experience

Technical knowledge in pensions

Report writing skills

Research and analytical skills

Experience with high-net-worth clients

Education

Diploma in Regulated Financial Planning (DipPFS)

Job description

Paraplanner – Fixed Term Contract (5 months, Remote - UK)

From £40K to £55,000 plus company benefits, negotiable depending on experience

An established financial planning firm is seeking an experienced Paraplanner on an initial 5-6 month fixed-term contract to support an immediate requirement while they search for a permanent hire.

There are multiple vacancies and the company would not rule out contract extensions or possibly even a permanent role if things really work out, although their preference for a perm role is for a hybrid arrangement from Nottingham.

The Role

As a Paraplanner, your responsibilities will include :

• Preparing detailed financial reports, suitability letters, and recommendations.
• Conducting research and analysis across pensions, investments, protection, and tax planning.
• Working closely with advisers to design and document client financial strategies.
• Ensuring all work meets FCA regulations and company standards.
• Supporting both general financial planning work and, where relevant, specialist high-net-worth client work. Candidates with experience in HNW technical planning will be given these opportunities, while those with more general financial planning experience will have plenty of varied work.

About You

The ideal candidate will have :

• Previous Paraplanner experience in financial planning or wealth management.
• Strong technical knowledge across pensions, investments, and tax planning.
• Experience or interest in working with high-net-worth clients (preferred but not essential).
• Excellent report writing, research, and analytical skills.
• Progress towards or completion of the Diploma in Regulated Financial Planning (DipPFS) or equivalent.
• A collaborative, detail-focused approach and a willingness to support a hybrid working model.

What’s on Offer

• Initial 5 or 6-month fixed term contract with potential to extend or convert to permanent.
• Excellent package including generous salary and over 30 days annual holiday (plus Bank holidays), Pension etc.
• 100% home based arrangement.
• Opportunity to work in a supportive, professional environment with experienced advisers.
• Exposure to both general and technical HNW client work for those with the relevant experience.

If you are an ambitious and detail-oriented Paraplanner looking to make an immediate impact and grow your skills, this role offers a strong potential path to permanency and specialist financial planning experience.