Remote Paraplanner

Reed; United Kingdom; Remote; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Life assurance & income protection

Pension scheme

25 days holiday + bank holidays

Flexible benefits platform

Career development & CPD support

Job summary

Reed is seeking a motivated Paraplanner to support advisers with high-quality technical work. This full-time role is remote with occasional visits to a local office, offering flexible arrangements and exposure to a busy financial planning environment.

You will conduct product, provider and fund research, prepare cashflow modelling and draft suitability reports using client data, while ensuring FCA compliance and accurate documentation. Training and CPD support are provided.

Qualifications

• Level 4 Qualified (CII or equivalent)
• Minimum 2 years' experience in financial services
• Strong computer literacy and understanding of back-office systems
• Proven ability to work remotely and collaboratively
• Excellent communication, accuracy and attention to detail

Responsibilities

• Deliver high-standard administrative and paraplanning support to advisers
• Ensure all work complies with FCA regulations and internal procedures
• Log and manage paraplanning requests efficiently
• Assist with new business processing across protection, investments, pensions and more
• Conduct product, provider and fund research
• Produce illustrations, quotes and supporting documentation
• Prepare cashflow modelling forecasts
• Draft suitability reports using full and accurate client data
• Liaise with advisers to finalise and amend reports
• Maintain thorough, compliant client records across internal systems
• Participate in continuous improvement initiatives
• Carry out CPD to meet regulatory and professional standards

Skills

Strong computer literacy

Remote work capability

Excellent communication

Attention to detail

Education

Level 4 Qualified (CII or equivalent)

Tools

Back-office systems

Job description

Paraplanner

Salary: £35,000 - £40,000 (DOE)
Location: Remote with Ad-Hoc visits to a local office
Employment Type: Full-Time

We're looking for an enthusiastic and detail-driven Paraplanner to support our growing team and provide high-quality technical support to advisers.

It's a fantastic opportunity to gain real exposure, get involved in a wide variety of work, and progress your career - whether you're already experienced or developing as a Paraplanner.

The role offers excellent flexibility:

Fully remote considered, with occasional ad-hoc visits

The Opportunity

You'll join a team that values development, collaboration and technical excellence. With ongoing training, mentoring and CPD support, this role provides a clear pathway towards Level 6 if you're looking to advance your paraplanning career.

Day-to-Day Responsibilities

• Deliver high-standard administrative and paraplanning support to advisers
• Ensure all work complies with FCA regulations and internal procedures
• Log and manage paraplanning requests efficiently
• Assist with new business processing across protection, investments, pensions and more
• Conduct product, provider and fund research
• Produce illustrations, quotes and supporting documentation
• Prepare cashflow modelling forecasts
• Draft suitability reports using full and accurate client data
• Liaise with advisers to finalise and amend reportsMaintain thorough, compliant client records across internal systems
• Participate in continuous improvement initiatives
• Carry out CPD to meet regulatory and professional standards

Skills & Qualifications

Essential:

• Level 4 Qualified (CII or equivalent)
• Minimum 2 years' experience in financial services
• Strong computer literacy and understanding of back-office systems
• Proven ability to work remotely and collaboratively
• Excellent communication, accuracy and attention to detail

Desirable:

• Working toward Level 6
• Experience drafting suitability reports
• Technical knowledge of pensions, investments and protection
• Previous experience supporting advisers within financial planning

What's in It for You

• Up to £40,000 depending on experience
• 25 days holiday + bank holidays
• Life assurance & income protection
• Pension scheme
• Flexible benefits platform
• Supportive, flexible environment with excellent career development
• Genuine opportunity to progress to Level 6 Paraplanner
• Exposure to a growing, close-knit Truro team

Want to Grow Your Career in a Supportive Paraplanning Team?

If you're passionate about delivering high-quality work, developing your skills - we'd love to hear from you.