Paraplanner - Remote

Ortus PSR Ltd.; Rochester; Remote; GBP 40,000 - 45,000; Full time

Job summary

Join a prestigious wealth management firm as a Remote Paraplanner, responsible for delivering high-quality financial planning support. This role includes overseeing process efficiency, client communication, and detailed report preparation. Ideal candidates possess SJP experience and strong report-writing skills, with a focus on investment and pension products.

Benefits

Fully remote working arrangement

Opportunity to work with a prestigious wealth management firm

Collaborative, supportive environment

Qualifications

• Experience with St. James’s Place products, systems, and processes is essential.
• Proven expertise as a Paraplanner with strong report-writing skills.
• Knowledge of Life, Pension, and Investment products.

Responsibilities

• Oversee the end-to-end business process to ensure efficiency and compliance.
• Liaise directly with the advisor and clients to gather necessary information.
• Conduct ceding scheme investigations and compile detailed Suitability Letters.

Skills

Attention to Detail

Communication

Interpersonal Skills

Report Writing

Education

Level 4 Diploma in Financial Planning

Job description

Remote Paraplanner Opportunity – SJP Experience Required
Salary: £40,000 - £45,000
Location: Remote (UK-based)

Are you an experienced Paraplanner with a passion for delivering high-quality financial planning support? Do you have a strong background in St. James’s Place (SJP) systems and processes? This could be the perfect role for you!

We are a specialist recruitment consultancy representing a well-established and reputable wealth management practice. This firm is dedicated to providing tailored financial advice to help clients achieve their financial goals, offering services such as investment planning, retirement planning, and inheritance tax strategies.

The Role

As a Remote Paraplanner, you will play a vital role in ensuring clients receive the highest standard of financial advice and support. Working remotely, you’ll collaborate with the team to optimise financial strategies, manage investments, and prepare detailed reports.

Key Responsibilities

• Oversee the end-to-end business process to ensure efficiency and compliance with practice and regulatory standards.
• Liaise directly with the advisor and clients to gather necessary information and address queries.
• Conduct ceding scheme investigations and compile detailed Suitability Letters and Reports.
• Complete client Drawdown Reviews and manage Auto-Enrolment Schemes.
• Maintain up-to-date knowledge of templates, advice notes, and financial products.
• Collaborate with central support teams and administration centres to ensure seamless client service.

About You

• Experience with St. James’s Place products, systems, and processes is essential.
• Proven expertise as a Paraplanner, with strong report-writing skills.
• Knowledge of Life, Pension, and Investment products.
• Level 4 Diploma in Financial Planning is desirable but not essential if you have extensive paraplanning experience.
• Excellent attention to detail, accuracy, and ability to work independently in a remote setting.
• Strong communication and interpersonal skills.

What’s on Offer

• Competitive salary of £40,000 - £45,000.
• Fully remote working arrangement.
• Opportunity to work with a prestigious wealth management firm.
• Collaborative, supportive environment focused on long-term client relationships.

If you’re ready to take the next step in your career and join a forward-thinking wealth management team, we’d love to hear from you. Apply today and start making an impact in the world of financial planning!

Ortus PSR – Connecting talent with opportunity in the wealth management sector.