Paraplanner (Remote)

Mulberry Recruitment Ltd; Farnborough; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Private Medical Insurance

Income Protection (75% of salary for 3

Life Assurance (4x salary)

Critical Illness Cover (£50,000 lump

Employer Pension Contribution (6%)

Job summary

Mulberry Recruitment Ltd is seeking a Paraplanner in Farnborough with remote flexibility (1 day a month in the Farnborough office). You will prepare high-quality suitability reports, conduct market research, and ensure compliant, accurate advice across pensions, investments, protection, and estate planning.

The role requires strong analytical and research skills, experience in paraplanning, and CPD adherence.

Qualifications

• Paraplanning experience across pensions, investments, and protection.
• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Comfortable using Microsoft Office and provider systems.

Responsibilities

• Analyse FactFinds and meeting notes for completeness and compliance.
• Draft holistic suitability reports across pensions, investments, protection, and estate planning.
• Liaise with providers for accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress.

Skills

Attention to detail

Analytical skills

Communication

Mentoring

Teamwork

Education

QCF Level 4 Diploma

CII J09 / Chartered status (desirable)

Tools

Microsoft Office

Provider systems

Job description

Paraplanner

Location: Farnborough / Remote- 1 day a month in the Farnborough office

Salary: £45,000-£55,000

Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Key Responsibilities

• Analyse FactFinds and meeting notes to ensure completeness and compliance.


• Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.


• Liaise with providers to obtain accurate policy information.


• Ensure all documentation is complete and compliant for processing.


• Maintain internal systems to reflect real-time case progress and outcomes.


• Collaborate with consultants, compliance, and business support teams to enhance service quality.


• Mentor colleagues in specialised areas and contribute to knowledge sharing.


• Keep up to date with market developments and maintain CPD.

Qualifications & Experience

• Proven Paraplanning experience across pensions, investments, and protection.


• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).


• Comfortable using Microsoft Office and provider systems.


• QCF Level 4 Diploma (essential)


• CII J09 and/or working towards Chartered status (desirable)

Skills

• Meticulous attention to detail with strong analytical skills.


• Proactive and confident communicator.


• Organised and efficient, capable of meeting deadlines in a target-driven environment.


• Team player with a desire to mentor and share knowledge.

Benefits

• Private Medical Insurance


• Income Protection (75% of salary for 3 years)


• Life Assurance (4x salary)


• Critical Illness Cover (£50,000 lump sum)


• Employer Pension Contribution (6%)