Paraplanner (Fully remote)

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

Job summary

An ambitious financial firm is seeking a skilled Paraplanner to join their fully remote team. This role offers the opportunity to work autonomously, managing your own workload while contributing to a growing business. As a key member of the Paraplanning function, you will leverage your expertise in financial planning, including pensions, investments, and estate planning, to deliver exceptional service to clients. If you're looking for a role that allows for flexibility and independence, this is the perfect opportunity for you to thrive in a supportive environment.

Qualifications

• Proven experience in a paraplanning role, preferably in an independent practice.
• Qualified to a minimum of level 4 diploma standard.

Responsibilities

• Provide paraplanning support with a focus on pensions, investments, and estate planning.
• Interpret cash flow forecasts and summarize key points for clients.

Skills

Paraplanning

Financial Planning

Pensions

Investments

Estate Planning

Cash Flow Forecasting

Education

Level 4 Diploma

Job description

Social network you want to login/join with:

Paraplanner (Fully remote), Leeds, West Yorkshire

Client:

Financial Divisions

Location:

Leeds, West Yorkshire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

PARAPLANNER (FULLY REMOTE)

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

Flexible on location across 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 a periodic visit 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 and 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.