Qualified Paraplanner - Fully Remote

HW People; United Kingdom; Remote; GBP 30,000 - 45,000; Full time

Job summary

HW People is seeking an experienced Paraplanner to support a financial services firm's advisers and admin team. In this full-time and fully remote role, you will prepare investment reports, research markets, and maintain relationships with providers while ensuring compliance with FCA Conduct Rules. Ideal candidates will hold a diploma in Financial Planning and have a solid grasp of complex financial products.

Qualifications

• Diploma-qualified or working towards Level 4 in Financial Planning.
• Experience with complex financial planning and investment products.
• Strong client communication and relationship-building skills.

Responsibilities

• Preparing detailed investment reports for clients.
• Researching market trends for competitive client advice.
• Providing technical support to financial consultants.

Skills

Attention to Detail

Communication

Financial Planning

Market Research

Education

Diploma-qualified or Level 4 in Financial Planning

Job description

This range is provided by HW People. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from HW People

HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.

What You’ll Be Doing:

• Preparing clear, thorough investment reports for new and existing clients.
• Putting together pre-investment packs to support financial consultants’ recommendations.
• Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
• Working closely with administrators to provide technical support when needed.
• Building and maintaining strong relationships with investment and insurance providers.
• Making sure everything you do aligns with FCA Conduct Rules and internal policies.

What We’re Looking For:

• Diploma-qualified (or working towards Level 4 in Financial Planning).
• Confident with complex financial planning – including vulnerable client situations.
• A solid understanding of investment products, pensions, and protection solutions.
• Comfortable balancing technical detail with client-friendly communication.

This is a full-time role on a contract basis, fully remote, with offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Other and Research

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