Paraplanner - Remote

JR United Kingdom; Warrington; Remote; GBP 30,000 - 50,000; Full time

Job summary

A forward-thinking chartered financial planning firm is seeking a Remote Paraplanner to join its growing team. The role involves providing high-quality documentation and support to Financial Advisers while ensuring compliance. Ideal candidates will hold a Level 4 Diploma in Regulated Financial Planning and have a passion for client care, along with strong attention to detail and technical knowledge.

Benefits

Flexible remote working

Opportunities for progression and further qualifications

Supportive and inclusive team culture

Performance-related bonuses

Qualifications

• Minimum 2 years’ paraplanning experience.
• Strong technical knowledge across pensions, investments, protection, and tax planning.
• Proficient in financial planning software.

Responsibilities

• Prepare high-quality suitability reports and financial planning documentation.
• Conduct in-depth product and provider research.
• Ensure all reports meet FCA compliance standards.

Skills

Technical knowledge

Attention to detail

Communication

Organizational abilities

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

FE Analytics

Microsoft Office Suite

Job description

Social network you want to login/join with:

Paraplanner - Remote, warrington, cheshire

col-narrow-left

Client:

D&R Recruitment Limited

Location:

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

4

Posted:

26.06.2025

Expiry Date:

10.08.2025

col-wide

Job Description:

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.