Paraplanner (Fully remote)

JR United Kingdom; Bolton; Remote; GBP 40,000 - 50,000; Full time

Job summary

An ambitious firm is seeking a skilled Paraplanner to join their remote team. This role offers the flexibility to work from home while contributing to a growing business. As a key member of the Paraplanning team, you will leverage your expertise in financial planning, particularly in pensions and investments, to provide exceptional support. This is a fantastic opportunity for a talented professional looking to thrive in a dynamic environment, where your autonomy and skills will be highly valued. If you are ready to take the next step in your career, this position could be your perfect match.

Qualifications

• Proven experience in a paraplanning role, preferably in independent practice.
• Solid knowledge of pensions, investments, IHT, and estate planning.

Responsibilities

• Work autonomously managing your own workload.
• Conduct cash flow forecasts and summarize key financial points.

Skills

Paraplanning

Financial Planning

Pensions Knowledge

Investment Strategies

Cash Flow Forecasting

Education

Level 4 Diploma in Financial Planning

Job description

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Paraplanner (Fully remote), Bolton, Greater Manchester

Client: Financial Divisions

Location: Bolton, Greater Manchester, United Kingdom

Job Category: Other

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EU work permit required: Yes

Job Views:

4

Posted:

05.05.2025

Expiry Date:

19.06.2025

Job Description:

PARAPLANNER (FULLY REMOTE)

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

Flexible on location across UK

My client, a chartered firm with 10 offices nationwide, is looking to strengthen their Paraplanning team with a minimum Level 4 diploma-qualified Paraplanner. The role is based from home with periodic visits to a local office.

To be considered, you should have proven experience in a paraplanning role, preferably within an independent or whole-of-market practice, and be qualified to at least Level 4 diploma. You should possess solid knowledge of key financial planning areas such as Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning, and personal and business protection. The ability to understand and interpret cash flow forecasts and summarize key points is essential.

This position offers an excellent opportunity for a highly experienced, technically skilled Paraplanner to work autonomously in a growing, ambitious business. It provides the flexibility to manage your own workload and work independently. If you are a talented Paraplanner seeking this level of autonomy, please get in touch.