Paraplanner - Home Based

JR United Kingdom; Cambridge; Remote; GBP 39,000 - 47,000; Full time

Job summary

Une organisation nationale de gestion de patrimoine recherche un Paraplanner expérimenté. Cette position, entièrement à distance, offre un salaire jusqu'à 47 000 £, un bonus annuel, ainsi qu'une formation continue et des avantages flexibles. Le candidat idéal apportera une expertise technique solide et une approche axée sur les détails pour soutenir une équipe de conseillers financiers.

Benefits

Prime discrétionnaire annuelle

Assurance vie collective & protection des revenus

Assurance médicale privée

Programme d'assistance aux employés

Plateforme d'avantages flexibles

Support complet pour les examens et la formation pour de nouvelles qualifications

Qualifications

• Expérience dans un rôle de paraplanning au sein d'une entreprise de planification financière.
• Connaissance technique forte et environnement autonome.
• Capacité à travailler à distance tout en gardant une communication solide avec les équipes.

Responsibilities

• Préparer des rapports de conformité détaillés sur divers sujets.
• Assurer que les dossiers clients soient conformes et à jour.
• Collaborer avec les conseillers pour garantir des conseils précis.

Skills

Communication

Détail orienté

Recherche technique

Education

Diplôme de niveau 4 en planification financière

Job description

Social network you want to login/join with:

We’re partnering with a highly respected national Wealth Management organisation to recruit an experienced Paraplanner. Known for their strong culture, professional development, and flexible working model, this firm offers the ideal environment for skilled professionals looking to work remotely without compromising on career progression or collaboration.

This opportunity offers a home-based contract with full remote setup provided, giving you the freedom to work efficiently and effectively from wherever you’re based.

The Role

As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners. Working closely with both Advisers and Financial Planning Administrators, your responsibilities will include:

• Preparing detailed and compliant suitability reports across a broad range of advice areas and product types
• Conducting technical research to support advice strategies
• Ensuring client files are fully compliant, up-to-date, and demonstrate appropriate KYC and suitability standards
• Collaborating closely with Advisers to ensure accurate and client-focused advice delivery
• Supporting Financial Planners in complex advice areas such as cashflow modelling and attending client meetings when required
• Contributing to the use and optimisation of planning tools and systems

What we’re looking for

• Experience in a paraplanning role within a Financial Planning or Wealth Management firm
• Minimum Level 4 Diploma in Financial Planning (or equivalent)
• Strong technical knowledge and a proactive, detail-oriented mindset
• Ability to work independently while maintaining strong communication with remote teams

You’ll be supported with a full suite of modern technology and systems to mirror the office experience. In addition, there’s a strong focus on ongoing development and progression within the business.

What’s on offer

• Salary up to £47,000
• Annual discretionary bonus
• Group life assurance & income protection
• Private medical insurance
• Employee Assistance Programme
• Flexible benefits platform
• Full exam support and training for further qualifications

This is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.