Paraplanner (remote)

JR United Kingdom; Colchester; Remote; GBP 40,000 - 55,000; Full time

Job summary

A leading financial planning company is looking for a Chartered Paraplanner to join their team. This role involves supporting advisers to provide in-depth financial planning for private wealth clients, including product research and suitability reports. The company offers a flexible home-working arrangement, professional development funding, and competitive salary packages.

Benefits

Private Medical Insurance

Life Assurance

Discretionary Bonus

Funding for professional qualifications

Flexible home working arrangement

Qualifications

• Level 4 Diploma required for the role.
• Chartered Paraplanner or on track to become Chartered.
• Strong technical knowledge and multitasking skills necessary.

Responsibilities

• Support advisers in financial planning for clients.
• Undertake product research and produce suitability reports.
• Conduct technical analysis to assist advising.

Skills

Strong technical knowledge

Ability to work as part of a team

Skilled multitasker

Education

Level 4 Diploma (CII or LIBF)

Chartered or soon to be

Job description

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About the Role

Recruit UK is working with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they have an exciting opportunity for a Chartered Paraplanner to join their team.

As an experienced Chartered Paraplanner or someone on the route to becoming Chartered, you will support advisers in providing in-depth financial planning for private wealth clients. Your responsibilities include undertaking product research, producing suitability reports, and conducting technical analysis.

Company Development and Role Details

The company has a track record of developing employees by funding professional studies and offering progression into advice or management, depending on your career goals. This is a home-based role with monthly visits to the office.

What’s in it for you:

• Salary up to £55,000
• Private Medical Insurance and Life Assurance
• Discretionary Bonus
• Funding for professional qualifications
• Flexible home working arrangement

Skills and Experience Required:

• Level 4 Diploma (CII or LIBF)
• Chartered or soon to be
• Strong technical knowledge
• Ability to work as part of a team to deliver excellent client service
• Skilled multitasker capable of prioritising and planning workload

If you are looking to join a company that values its employees and supports your career development, apply online!

About Recruit UK

As specialists in financial services recruitment, we bring unique expertise, insight, and connections. Whether you’re seeking a new job or looking to fill a role, we have a network of over 100,000 financial services connections. Currently, we are working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our Commitment to You

• Start with a conversation to learn about you in depth.
• Provide honest feedback on your fit in the job market.
• Utilize our network to match you with your ideal position.
• Adopt a holistic approach to career happiness.
• Offer regional support across the UK through our local teams.