Remote Paraplanner

Achieve Recruitment Ltd; City Of London; Remote; GBP 38,000 - 40,000; Full time

Benefits offered by this job

100% remote (UK-based)

35-hour week

25 days plus bank holidays + birthday

Study support

Pension

Life assurance

Income protection

Flexible benefits

Supportive culture

Job summary

Achieve Recruitment Ltd, on behalf of a leading wealth management group, seeks a Remote Paraplanner to support a nationwide IFA network. Flexible, remote role with a clear path to Level 6 and a focus on quality over volume.

You'll log paraplanning requests, prepare reports on protection, investments and pensions, and research providers. 100% UK remote, 35-hour weeks, with study support and a strong benefits package.

Qualifications

• Level 4 Diploma (CII or equivalent) is essential.
• At least 2 years’ experience as a Paraplanner in financial services.
• Experience with back-office systems used in financial services.
• Strong technical writing skills to produce clear, concise reports.
• Excellent attention to detail in accuracy, layout, spelling and grammar.
• Good knowledge of current financial regulation.
• Excellent organisation and time management, able to work remotely.

Responsibilities

• Logging and managing paraplanning requests from a network of IFAs.
• Producing paraplanning for straightforward and complex cases (protection, pensions, investments).
• Supporting Pension Switch team when needed.

Skills

Paraplanner experience

Financial services

Technical writing

Attention to detail

Education

Level 4 Diploma (CII)

Tools

Back-office systems

Job description

Remote Paraplanner | £38,000 – £40,000 DOE + Excellent Benefits | Fully Remote (UK)

Are you an experienced Paraplanner looking for a fully remote role with genuine flexibility, a clear path to Level 6, and a team that values quality over volume?

We’re recruiting on behalf of a well-established, award-winning wealth management group that supports a nationwide network of Independent Financial Advisers. Their model gives advisers the systems, compliance support and back-office resource they need, and as a Paraplanner you’ll be central to delivering accurate, compliant and well-researched recommendations that make a real difference to clients.

What’s on offer

• Salary of £38,000 – £40,000, depending on experience
• 100% remote working (UK-based)
• 35-hour week with flexible working patterns, open to discussion
• 25 days’ holiday plus bank holidays, and your birthday off
• Study support with a clear route to Level 6 (Chartered)
• Pension, life assurance and income protection
• Flexible benefits platform
• A supportive, collaborative culture recognised as one of the best places to work in the industry

What you’ll be doing

• Logging and managing paraplanning requests from a network of IFAs
• Producing paraplanning for both straightforward and complex cases, including:
  • Individual and business protection
  • Investment contributions and replacement business
  • Pension contributions and drawdown
  • Esoteric investments
• Supporting the Pension Switch team when needed
• Reviewing fact finds, objectives, attitude to risk and existing plan information, and following up with advisers where information is incomplete
• Researching providers and funds, covering risk scoring, past performance and charges, using Dynamic Planner and FE Analytics
• Running quotes and illustrations through provider platforms, Assureweb and IRESS
• Preparing cashflow modelling forecasts
• Drafting clear, compliant suitability reports and finalising them following adviser approval and file-checking feedback

What you’ll bring

• Level 4 Diploma (CII or equivalent), essential
• At least 2 years’ experience as a Paraplanner in financial services
• Experience of financial services back-office systems
• Strong technical writing skills, with the ability to turn complex information into clear, concise reports
• Sharp attention to detail in accuracy, layout, spelling and grammar
• Good knowledge of current financial regulation
• Excellent organisation and time management, comfortable working to deadlines remotely
• A proactive, can-do attitude, sound judgement and a team-player mindset
• Ambition to progress towards Level 6

Why apply?

This is a chance to join a growing, highly resourced team where your work is valued, your development is supported, and your working pattern fits around your life rather than the other way round