Paraplanner - Remote

JR United Kingdom; Manchester; Remote; GBP 30,000 - 45,000; Full time

Job summary

A leading chartered financial planning firm is seeking a Remote Paraplanner to support its advisers with high-quality, compliant advice documentation. The candidate should hold a Level 4 Diploma and have at least 2 years' paraplanning experience, ensuring excellence in client service and regulatory standards.

Benefits

Flexible remote working

Opportunities for progression

Supportive and inclusive team culture

Performance-related bonuses

Qualifications

• Minimum 2 years’ paraplanning experience.
• Comfortable working independently in a remote environment.

Responsibilities

• Support Financial Advisers with comprehensive advice documentation.
• Conduct product and provider research.
• Prepare suitability reports and ensure compliance with FCA standards.

Skills

Technical knowledge across pensions

Technical knowledge across investments

Technical knowledge across protection

Technical knowledge across tax planning

Written communication

Verbal communication

Attention to detail

Organizational abilities

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

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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.