Remote Paraplanner

JR United Kingdom; Bolton; Remote; GBP 35,000 - 37,000; Full time

Job summary

A forward-thinking chartered financial planning firm is seeking a Remote Paraplanner with a Level 4 Diploma. The role involves preparing suitability reports, conducting product research, and ensuring compliance with FCA standards. This position offers competitive salary, flexible remote working, and opportunities for career progression.

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.
• Comfortable working independently in a remote environment.

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

Communication skills

Organisational abilities

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Financial planning software

Microsoft Office Suite

Job description

Social network you want to login/join with:

Remote Paraplanner, bolton, greater manchester

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Client:

D&R Recruitment Limited

Location:

bolton, greater manchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

Remote Paraplanner (Diploma Level 4 Required)

Location: Fully Remote (UK-based applicants only)

Employment Type: Full-time

Salary: Competitive, based on experience £35,000 to £37,000 comprehensive benefits.

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.