Paraplanner (Fully remote)

JR United Kingdom; Slough; Remote; GBP 35,000 - 50,000; Full time

Job summary

A well-established investment management firm seeks a Paraplanner to support its Wealth Planning team. The role involves analysing client data, applying cashflow modelling, and liaising with clients and third parties. Candidates should have a strong technical background in financial planning and 5 years of experience in financial services.

Qualifications

• Minimum of 5 years' experience in financial services.
• Core role requires strong technical knowledge in pensions and investments.
• Must have qualifications, ideally working toward Chartered Financial Planner.

Responsibilities

• Analyse client information to formulate aligned advice.
• Apply cashflow modelling tools extensively.
• Produce relevant documentation for fund switches and withdrawals.

Skills

Technical knowledge in financial planning

Proficiency in Microsoft Office

Verbal and written communication

Financial and mathematical literacy

Education

Chartered Financial Planner or equivalent

Tools

Voyant

FE Analytics

Job description

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A well-established investment management firm with a headcount of around 30, offering bespoke wealth management services. The business is partner-owned and prides itself on its client-centric culture, combining the investment standards of a larger institution with a personalised approach.

The firm has recently launched a wealth planning division to provide holistic pre- and post-retirement advice. Areas of specialism include lifetime allowance planning, tax-efficient retirement strategies, and estate planning. 4 days a week in the office.

KEY PURPOSE OF THE ROLE:

To provide high-quality paraplanning support to the Head of Wealth Planning and the wider Wealth Planning team.

ROLE RESPONSIBILITIES:

Job Summary:

• Analyse client information to formulate advice aligned with client objectives.
• Apply cashflow modelling tools extensively.
• Produce fund switch and withdrawal letters, along with required research and documentation.
• Interpret and utilise information from clients and providers using industry tools.

Additional Responsibilities:

• Liaise with clients to gather information and arrange meetings.
• Contact third parties/providers to resolve technical queries.
• Conduct research to support advisers as required.

SKILLS & EXPERIENCE:

Core Role Requirements:

• Strong technical knowledge in financial planning, pensions, and investments, ideally with experience in complex client cases.
• Minimum of 5 years' experience in financial services.
• Proficiency in Microsoft Office suite.
• Excellent verbal and written communication skills.
• Familiarity with tools such as Voyant and FE Analytics.
• Proactive, adaptable, and responsive to feedback.
• Ambitious and committed to personal development.
• Strong financial and mathematical literacy.

ESSENTIAL QUALIFICATIONS:

• Minimum: Chartered Financial Planner (or equivalent), or actively working towards it.

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Created on 31/05/2025 by JR United Kingdom