Paraplanner (Fully remote)

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

Job summary

An established industry player seeks a skilled Paraplanner to join their remote team. This role offers the flexibility to work from home while providing occasional office visits. Ideal candidates will possess a Level 4 diploma and have a strong background in financial planning, particularly in pensions, investments, and estate planning. This opportunity allows for autonomy in managing workloads within a dynamic and ambitious environment, making it perfect for experienced professionals looking to advance their careers.

Qualifications

• Minimum Level 4 diploma qualified Paraplanner required.
• Proven experience in a paraplanning role, preferably in a whole of market practice.

Responsibilities

• Manage your own workload within a growing, ambitious business.
• Interpret cash flow forecasts and summarize key points.

Skills

Paraplanning

Financial Planning

Pensions

Investments

Estate Planning

Cash Flow Forecasting

Education

Level 4 Diploma in Financial Planning

Job description

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Paraplanner (Fully remote), United Kingdom

Client: Financial Divisions

Location: Flexible across UK

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)

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

My client, a chartered firm with 10 offices nationwide, is seeking to strengthen their Paraplanning team with a minimum Level 4 diploma qualified Paraplanner. The role is based remotely with periodic visits to a local office.

Requirements include proven experience in a paraplanning role, preferably in an independent/whole of market practice, and qualification to at least Level 4 diploma. You should have solid knowledge of key financial planning areas such as Pensions (including switching and pension sharing orders), Investments, IHT, Estate planning, and personal and business protection. Ability to interpret cash flow forecasts and summarize key points is essential.

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