Paraplanner (Fully remote)

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

Job summary

An ambitious firm is seeking a qualified Paraplanner to enhance their team. This fully remote position offers the opportunity to work independently while managing your own schedule. Ideal candidates will have a Level 4 Diploma in Financial Planning and proven experience in paraplanning, particularly in areas like pensions, investments, and estate planning. This role promises a supportive environment where your expertise will help shape financial strategies for clients. If you're looking for autonomy and a chance to grow with a dynamic company, this role is perfect for you.

Qualifications

• Proven experience in a paraplanning role, preferably in an independent practice.
• Minimum level 4 diploma qualified with knowledge of financial planning.

Responsibilities

• Join a paraplanning team working from home with periodic office visits.
• Manage your own workload and work autonomously without supervision.

Skills

Paraplanning

Financial Planning

Pensions Knowledge

Investment Knowledge

Estate Planning

Cash Flow Forecasting

Education

Level 4 Diploma in Financial Planning

Job description

Social network you want to login/join with:

Paraplanner (Fully remote), London (City of London)

Client:

Financial Divisions

Location:

London (City of London), United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

6

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 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, 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 summarize the key points.

This represents an excellent opportunity for a highly experienced, technically skilled Paraplanner to secure a position 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 the ability to manage your own workload, then please get in touch.