Paraplanner (Fully remote)

JR United Kingdom; Ashton-under-Lyne; Remote; GBP 40,000 - 50,000; Full time

Job summary

An ambitious and growing firm is seeking a talented Paraplanner to join their fully remote team. This role offers the unique opportunity to work independently while contributing to a dynamic Paraplanning function. Ideal candidates will have a minimum of a level 4 diploma and solid experience in financial planning, particularly in pensions, investments, and estate planning. If you thrive in an autonomous environment and are looking for a role that allows you to manage your own schedule, this is the perfect opportunity for you.

Qualifications

• Proven experience in a paraplanning role, preferably in an independent practice.
• Minimum level 4 diploma qualified.

Responsibilities

• Work autonomously and manage your own workload.
• Understand and interpret cash flow forecasts.

Skills

Pensions

Investments

Estate planning

Cash flow forecasting

Personal and business protection

Education

Level 4 diploma in financial planning

Job description

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Paraplanner (Fully remote), Ashton-under-Lyne

Client: Financial Divisions

Location: Ashton-under-Lyne, United Kingdom

Job Category: Other

EU work permit required: Yes

Job Views: 7

Posted: 24.04.2025

Expiry Date: 08.06.2025

Job Description:

PARAPLANNER (FULLY REMOTE)

Salary: £40,000 to £50,000 (Dependent on experience) and benefits

Flexible on location across the UK.

My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning function with the addition of a (minimum) level 4 diploma qualified Paraplanner to join their Paraplanning team, all of whom are based from home with periodic visits to a local office.

To be considered, you will have proven experience in a paraplanning role, preferably in an independent/whole of market practice, qualified to a minimum of level 4 diploma standard. You will possess solid knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning, and personal and business protection. You will have the ability to understand and interpret a cash flow forecast and summarise the key points.

This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure an opportunity with a growing, ambitious business, providing you with the chance to work autonomously, without continuous supervision, and the ability to manage your own week. If you are a talented, experienced Paraplanner seeking this degree of autonomy and allowing you to manage your own workload, then please get in touch.