Paraplanner - Home Based

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

Job summary

A leading Wealth Management organization is looking for an experienced Paraplanner to join their remote team. This role focuses on providing high-level technical support, ensuring compliance, and collaborating with advisers. The firm offers a robust culture of professional development, flexible working, and ongoing training, making it ideal for professionals seeking to grow their careers while working remotely.

Benefits

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

Qualifications

• Experience in paraplanning in Financial Planning or Wealth Management.
• Proactive approach with strong technical skills.
• Capability to work independently, maintaining communication.

Responsibilities

• Prepare detailed and compliant suitability reports.
• Conduct technical research to support advice strategies.
• Ensure compliance and accuracy in client files.

Skills

Technical knowledge

Detail-oriented mindset

Strong communication

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

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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.