Paraplanner - remote

Recruitment Rebellion; Newport; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A growing financial planning firm is seeking an experienced Paraplanner to take ownership of the planning process from start to finish. As a remote worker, you'll collaborate with the team to deliver top-level, client-focused advice. The role offers a competitive salary of £45,000-55,000 and excellent benefits including flexible hours and generous holiday. Join a supportive environment that values professionalism and teamwork.

Benefits

Flexible hours

20 days holiday plus bank holidays

8% matched pension

Private medical

Exam support

Death-in-Service cover

Qualifications

• 3+ years of paraplanning experience in a financial planning firm.
• Confident producing compliant, client-friendly reports and cashflow plans.
• Experience improving processes, mentoring, or leading projects.

Responsibilities

• Own the planning process from start to finish, including research and recommendations.
• Work closely with Planners and clients to deliver client-focused advice.
• Contribute to improving internal processes.

Skills

Strong technical knowledge (pensions, investments, IHT, protection)

Excellent attention to detail

Self-managing

Independent working

Education

Level 4 Diploma (or equivalent)

Tools

IO, FE Analytics, Timeline or similar

Job description

Paraplanner

Remote

Newport, South Wales

£45,000-55,000

Are you an experienced Paraplanner looking to do meaningful work with the freedom and trust you deserve?

Vital Financial Planning is a small, growing financial planning firm -not a sales shop. We're looking for an experienced Paraplanner to join us. Whilst you'll be based remotely, we would like you to come into the office from time to time for collaboration, client meetings and team days and feel part of our team. You'll work directly with the Founder to shape how we deliver advice and grow your role as we scale.

Whats on offer?

• Flexible hours 35-hour week, core hours 10am -12pm and 2pm -3pm, mostly early Friday finishes.

• Competitive salary £45,000 -£55,000 (depending on experience & qualifications).

• Generous time off 20 days holiday, plus bank holidays. The office also closes for two weeks over Christmas (typically an extra 7 days, not taken from your allowance).

• Other Benefits 8% matched pension, private medical, exam support, Death-in-Service cover

• Development Technical progression, leadership opportunities, and space to grow.

What you'll do

This isn't a report-churning role. You'll own the planning process from start to finish -research, recommendations, reports, implementation, and reviews. You'll work closely with our Planners and clients, contribute to improving internal processes, and play a central role in delivering top client-focused advice.

This is a long-term paraplanning role, not a stepping stone to advice -though there's room to grow in leadership or other areas as we expand.

What you bring

Essential:

• Level 4 Diploma (or equivalent).
• 3+ years paraplanning experience in a financial planning firm.
• Strong technical knowledge (pensions, investments, IHT, protection).
• Confident producing compliant, client-friendly reports and cashflow plans.
• Excellent attention to detail, organised, and self-managing.
• Comfortable working independently in a remote setup.

Desirable:

• Chartered or working towards.
• Skilled in IO, FE Analytics, Timeline or similar.
• Experience improving processes, mentoring, or leading projects.

Our culture

We believe in:

• Professionalism We plan, we don't sell.
• Teamwork No internal competition. We all win together.
• Respect for time Yours, ours, and our clients.
• Being approachable Clients should feel heard and at ease.
• Being reliable We do what we say, when we say.

You'll be trusted to do your job -no micromanaging. We support each other, share ideas, and take ownership of our work.

Apply now!

Sound like your kind of place? We'd love to hear from you.

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 40 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.