Paraplanner (remote)

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

Job summary

A leading financial planning firm in the UK is seeking a Chartered Paraplanner to join their home-based team. You will support clients through comprehensive financial planning, with continuous professional growth opportunities. Ideal candidates are already Level 4 qualified and have strong technical knowledge. Join a supportive environment with flexible working arrangements.

Benefits

Private Medical Insurance

Life Assurance

Discretionary Bonus

Funding for professional qualifications

Flexible home working arrangement

Qualifications

• Experience as a Chartered Paraplanner or on the path to becoming Chartered.
• Strong professional and technical analysis skills.
• Ability to prioritize and plan workload effectively.

Responsibilities

• Support advisers in financial planning for private wealth clients.
• Undertake product research and produce suitability reports.
• Conduct technical analysis for financial plans.

Skills

Technical knowledge

Team collaboration

Multi-tasking

Education

Level 4 Diploma (CII or LIBF)

Chartered status (or soon to be)

Job description

Job Title: Paraplanner

Location: Home based (London/Gatwick)

Job Ref: 9642

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, undertaking product research, producing suitability reports, and conducting technical analysis.

This company has a track record of developing employees through funding professional studies and offering progression into advice or management roles, depending on your career aspirations. 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 multi-tasker who can prioritize and plan workload

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

As specialists in financial services recruitment, we have a network of over 100,000 connections. Currently, Recruit UK is working with a UK Wealth Management Firm in Sheffield on a Personal Assistant role.

Our commitment to you

• Start every journey with a conversation to understand you in depth.
• Provide honest feedback on your fit in the job market.
• Use our network to match you with your ideal position or confirm if you already have it.
• Adopt a holistic approach to career happiness.
• Cover the whole UK with regional teams for a local touch.