Paraplanner - Fully Remote

Reed; Bristol; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading financial planning and wealth management firm in the UK is seeking a full-time remote Paraplanner. This role involves preparing technical documentation, crafting suitability reports, and supporting financial advisers. Candidates must have extensive financial services experience, strong communication skills, and a Level 4 Diploma in Financial Planning. Join a dynamic environment where you can grow and excel professionally.

Benefits

Competitive salary

Up to 10% annual bonus based on performance

Qualifications

• Extensive background in preparing suitability reports with a strong grasp of financial services regulations.
• Excellent time management and planning capabilities are crucial.
• Previous experience in training individuals within a financial planning context is highly desirable.

Responsibilities

• Prepare and submit technical and compliance pre-approval forms.
• Craft suitability reports to aid financial advisers in decision-making.
• Handle both decumulation and accumulation projections to support client strategies.
• Assist the paraplanning leadership team in optimizing team efficiency and meeting KPIs.
• Maintain high standards within the team to ensure exceptional service levels.

Skills

Communication and problem‑solving skills

Organisational skills

Technical proficiency

Education

Level 4 Diploma in Financial Planning or similar qualifications

Tools

Microsoft Office

CURO

Cashcalc

Dynamic Planner

Job description

Fullt remote Paraplanner - Financial Services

Hours:Full-time, 9:00 AM – 5:30 PM, Monday to FridaySalary:Competitive with up to 10% annual bonus based on performance

We are thrilled to present an exceptional opportunity for a Paraplanner to join a leading financial planning and wealth management firm. This role is perfect for a professional passionate about supporting Financial Advisers and enhancing client financial strategies.

Role Overview

• Prepare and submit technical and compliance pre-approval forms:Ensure all documentation aligns with FCA guidelines and business requirements.
• Craft suitability reports:Produce accurate, timely, and compliant reports to aid financial advisers in decision-making.
• Utilise advanced technology:Employ cutting‑edge tools to create precise financial solutions for clients.
• Financial calculations:Handle both decumulation and accumulation projections to support client strategies.
• Workflow management:Assist the paraplanning leadership team in optimizing team efficiency and meeting KPIs.
• Quality standards monitoring:Maintain high standards within the team to ensure exceptional service levels.

Required Skills & Qualifications

• Communication and problem‑solving skills:Must have the ability to interact effectively across all levels of the business and solve issues independently.
• Organisational skills:Excellent time management and planning capabilities are crucial.
• Technical proficiency:Knowledge of Microsoft Office and financial planning software such as CURO, Cashcalc, and Dynamic Planner.
• Experience:Extensive background in preparing suitability reports with a strong grasp of financial services regulations. Ideally holding a Level 4 Diploma in Financial Planning or similar qualifications.
• Coaching experience:Previous experience in training individuals within a financial planning context is highly desirable.

How to Apply

If you are a dedicated and skilled Paraplanner seeking a significant career move within a dynamic and supportive environment, we invite you to apply. Please submit your CV and a cover letter detailing your relevant experience and your interest in this role. This is not just a job opportunity; it's a chance to grow and excel in a field that rewards dedication and expertise.