Paraplanner (Fully remote)

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

Job summary

An established industry player is seeking a skilled Paraplanner to join their dynamic team. This fully remote role offers the flexibility to work from anywhere in the UK while providing opportunities for professional growth. The ideal candidate will have a Level 4 diploma and extensive experience in paraplanning, particularly in areas like pensions, investments, and estate planning. This position allows for autonomy in managing workloads and contributing to an ambitious business, making it a perfect fit for those looking to advance their careers in financial services.

Qualifications

• Minimum Level 4 diploma qualification required.
• Proven experience in a paraplanning role.

Responsibilities

• Manage own workload in a growing business.
• Interpret cash flow forecasts and summarize key points.

Skills

Paraplanning experience

Knowledge of financial planning

Pensions expertise

Investment knowledge

IHT and Estate planning

Personal and business protection

Cash flow forecasting

Education

Level 4 diploma

Job description

Job Title: Paraplanner (Fully Remote)

Location: Flexible across UK

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

Client:

Financial Divisions

Job Category:

Other

EU work permit required:

Yes

Job Views:

6

Posted:

08.05.2025

Expiry Date:

22.06.2025

Job Description:

My client, a chartered firm with 10 offices nationally, is looking to strengthen their Paraplanning team by hiring a minimum Level 4 diploma qualified Paraplanner. The role is fully remote with periodic visits to a local office.

Requirements include proven experience in a paraplanning role, preferably in an independent/whole of market practice, and solid knowledge of financial planning areas such as Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning, and personal and business protection. The candidate should be able to interpret cash flow forecasts and summarize key points.

This is an excellent opportunity for a highly experienced, technically skilled Paraplanner seeking autonomy and the ability to manage their own workload in a growing, ambitious business.