Paraplanner (remote)

JR United Kingdom; Crawley; Remote; GBP 45,000 - 55,000; Full time

Job summary

A leading financial planning and investment services provider is seeking a Chartered Paraplanner to support advisers in private wealth financial planning. This home-based role offers competitive salary, professional development funding, and a flexible working environment, engaging employees in their career growth.

Benefits

Private Medical Insurance

Life Assurance

Discretionary Bonus

Funding for professional qualifications

Flexible home working arrangement

Qualifications

• Chartered or soon to be
• Experience as a Chartered Paraplanner or on route to becoming Chartered.

Responsibilities

• Supporting advisers in providing financial planning for clients.
• Undertaking product research and producing suitability reports.
• Conducting technical analysis.

Skills

Strong technical knowledge

Ability to work as part of a team

Skilled multi-tasker

Education

Level 4 Diploma (CII or LIBF)

Job description

Job Title: Paraplanner

Location: Home based (London/Gatwick)

Job Ref: 9642

Recruit UK is collaborating with one of the UK’s largest providers of financial planning and investment services. Due to expansion, they are offering 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.

This company has a proven track record of developing its employees through funding professional studies and offering progression opportunities into advice or management, depending on your career aspirations. The role is home based with a monthly requirement to visit 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 multi-tasker who can prioritise and plan their workload

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

As specialists in financial services recruitment, we offer unique expertise, insight, and connections, whether you're looking for a new job or trying to fill a role. We have a network of over 100,000 financial services contacts. Currently, Recruit UK is working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our commitment to you:

• Starting with a detailed conversation to understand you better
• Providing honest feedback on your fit within the job market
• Utilizing our extensive network to match you with your ideal position
• Adopting a holistic approach — career happiness is more than just salary
• Covering the entire UK with regional support