Paraplanner - Remote

JR United Kingdom; Leeds; Remote; GBP 35,000 - 55,000; Full time

Job summary

A leading financial planning firm invites applications for a Remote Paraplanner position, requiring a Level 4 Diploma. Join a supportive team offering flexible remote work opportunities and career advancement in a dynamic environment, focused on compliance and client care.

Benefits

Flexible remote working

Opportunities for progression

Supportive and inclusive team culture

Performance-related bonuses

Qualifications

• Experience of minimum 2 years in paraplanning.
• Strong technical knowledge in pensions, investments, protection, and tax planning.
• Ability to work independently in a remote environment.

Responsibilities

• Support Financial Advisers with documentation and compliance.
• Conduct product and provider research.
• Prepare suitability reports.

Skills

Attention to detail

Written communication

Verbal communication

Organisational skills

Technical knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

Social network you want to login/join with:

Paraplanner - Remote, leeds, west yorkshire

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Client:

D&R Recruitment Limited

Location:

leeds, west yorkshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

2

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

Remote Paraplanner (Diploma Level 4 Required)

Location: Fully Remote (UK-based applicants only)

Employment Type: Full-time

Overview:

A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support. As part of its growing remote team, it is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care.

Paraplanner Role Overview:

As a Remote Paraplanner, you'll play a critical role in supporting its Financial Advisers with accurate, well-researched, and compliant advice documentation. You will be responsible for the full paraplanning process, from research and suitability report writing to liaising with advisers and ensuring clients receive exceptional service.

• Prepare high-quality suitability reports and financial planning documentation.
• Conduct in-depth product and provider research.
• Support advisers with technical queries and case preparation.
• Ensure all reports meet FCA compliance standards.
• Maintain up-to-date knowledge of financial products, legislation, and industry developments.
• Collaborate with administrative and advisory teams to ensure seamless client journeys.

Paraplanner Requirements:

• Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
• Minimum 2 years’ paraplanning experience.
• Strong technical knowledge across pensions, investments, protection, and tax planning.
• Excellent written and verbal communication skills.
• High attention to detail and strong organisational abilities.
• Comfortable working independently in a remote environment.
• Proficient with financial planning software (e.g. Voyant, FE Analytics etc.) and Microsoft Office Suite.

Paraplanner, What’s on Offer:

• Flexible remote working - work from anywhere in the UK.
• Opportunities for progression and further qualifications.
• Supportive and inclusive team culture.
• Competitive salary with performance-related bonuses.