Paraplanner (Remote) – Research & Suitability Reports

Atomos Investments Limited; Fareham; Hybrid; GBP 32,000 - 52,000; Full time

Benefits offered by this job

Competitive Pension Scheme

26 days holiday plus bank holidays

Private Medical Insurance

Life Assurance (4x)

Group Income Protection

Work From Anywhere policy

Job summary

Atomos Investments Limited seeks a qualified Paraplanner to support advisers with detailed research, technical analysis and compliant reports, delivering clear, client-friendly recommendations.

You will work closely with Financial Planners, applying pensions, investments and tax planning knowledge to inform strategy while developing your own specialist expertise in a flexible, work-from-anywhere environment.

Qualifications

• Previous experience in a Paraplanning or similar technical financial planning role.
• Level 4 Diploma in Financial Planning through the CII, CISI or LIBF, or an equivalent qualification.
• Strong technical knowledge across pensions, investments, protection, long-term care and inheritance tax planning.

Responsibilities

• Produce accurate, high-quality suitability reports that deliver clear, compliant and client-friendly advice within agreed Service Level Agreements.
• Conduct detailed research and analysis across pensions, investment, protection and wider financial planning products to support adviser recommendations.
• Apply technical knowledge and experience to help Financial Planners develop appropriate planning strategies to achieve the best client outcomes.
• Develop effective working relationships with Financial Planners through regular communication via email, Teams and face-to-face interactions.
• Apply your technical expertise to support Financial Planners in delivering sophisticated financial planning solutions, acting as a trusted sounding board for complex cases and planning ideas.

Skills

Paraplanning

Research

Analysis

Cashflow modelling

Written communication

Attention to detail

Organisation

Problem-solving

Education

Level 4 Diploma in Financial Planning

Job description

Atomos Investments Limited seeks a qualified Paraplanner to support advisers with detailed research, technical analysis and compliant reports, delivering clear, client-friendly recommendations.

You will work closely with Financial Planners, applying pensions, investments and tax planning knowledge to inform strategy while developing your own specialist expertise in a flexible, work-from-anywhere environment.