Paraplanner (remote)

JR United Kingdom; North East; Remote; GBP 46,000 - 55,000; Full time

Job summary

A leading financial planning and investment services provider is seeking a Chartered Paraplanner to join their home-based team. The role involves supporting advisers with in-depth financial planning for private wealth clients, while offering full support for professional development and flexible working arrangements.

Benefits

Private Medical Insurance

Life Assurance

Discretionary Bonus

Funding for professional qualifications

Flexible home working arrangement

Qualifications

• Chartered Paraplanner or pursuing Chartered status.
• Ability to work as part of a team.
• Strong technical knowledge in financial services.

Responsibilities

• Support advisers in providing financial planning.
• Undertake product research and produce suitability reports.
• Conduct technical analysis.

Skills

Level 4 Diploma (CII or LIBF)

Strong technical knowledge

Client service

Multi-tasking

Education

Level 4 Diploma (CII or LIBF)

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 role offers a track record of developing employees through funding professional studies and providing progression opportunities into advice or management, depending on your career goals. It 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 own 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 offer unique expertise, insight, and connections. We have a network of over 100,000 financial services professionals. 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 detailed conversation to understand you.
• Provide honest feedback on your fit in the job market.
• Use our extensive network to match you with the right role or confirm if you already have it.
• Adopt a holistic approach — career happiness is about more than just salary.
• Cover the entire UK with regional support.