Paraplanner (Fully remote)

Financial Divisions; United Kingdom; Remote; GBP 40,000 - 50,000; Full time

Job summary

An ambitious firm is seeking a skilled Paraplanner to join their remote team. This role offers the opportunity to work independently while contributing to a growing business. You will leverage your expertise in financial planning, particularly in pensions, investments, and estate planning. The position allows for flexibility and autonomy, making it ideal for experienced professionals looking to manage their own schedule. If you are passionate about providing exceptional financial advice and want to thrive in a supportive environment, this position is perfect for you.

Qualifications

• Minimum Level 4 diploma qualified with proven paraplanning experience.
• Solid knowledge of pensions, investments, and estate planning.

Responsibilities

• Work autonomously and manage your own workload.
• Understand and interpret cash flow forecasts effectively.

Skills

Paraplanning

Financial Planning

Pensions

Investments

IHT and Estate Planning

Cash Flow Forecasting

Education

Level 4 Diploma in Financial Planning

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Financial Divisions

Senior Partner at Financial Divisions: Recruiting Private Client Wealth Management Professionals (Advisers/Planners, Paraplanners & Support staff)

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.

CV please to [e-mail]

Seniority level

• Associate

Employment type

• Full-time

Job function

• Research