Remote Paraplanner

Mulberry Recruitment; Farnborough; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Private Medical Insurance

Income Protection

Life Assurance

Critical Illness Cover

Employer Pension Contribution

Job summary

Mulberry Recruitment is seeking a Paraplanner in Farnborough with a partly remote setup (1 day/month in office). You will support financial consultants by preparing high-quality suitability reports, conducting whole-of-market research and ensuring compliant, tailored client advice across pensions, investments, protection and estate planning.

Key requirements include proven paraplanning experience, strong technical knowledge in holistic planning, and QCF Level 4 Diploma.

Qualifications

• Proven paraplanning experience across pensions, investments and protection.
• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Comfortable using Microsoft Office and provider systems.

Responsibilities

• Analyse FactFinds and meeting notes to ensure completeness and compliance.
• Draft holistic suitability reports across pensions, investments, protection and estate planning.
• Liaise with providers to obtain accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress and outcomes.
• Collaborate with consultants, compliance and business support teams to enhance service quality.
• Mentor colleagues in specialised areas and contribute to knowledge sharing.
• Keep up to date with market developments and maintain CPD.

Skills

Attention to detail

Proactive communicator

Organised and efficient

Team player

Education

QCF Level 4 Diploma

CII J09 / Chartered

Tools

Microsoft Office

Job description

Paraplanner

Location: Farnborough / Remote- 1 day a month in the Farnborough office

Salary: £45,000-£55,000

Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you'll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Key Responsibilities:

• Analyse FactFinds and meeting notes to ensure completeness and compliance.
• Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.
• Liaise with providers to obtain accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress and outcomes.
• Collaborate with consultants, compliance, and business support teams to enhance service quality.
• Mentor colleagues in specialised areas and contribute to knowledge sharing.
• Keep up to date with market developments and maintain CPD.

Qualifications & Experience:

• Proven Paraplanning experience across pensions, investments, and protection.
• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Comfortable using Microsoft Office and provider systems.
• QCF Level 4 Diploma (essential)
• CII J09 and/or working towards Chartered status (desirable)

Skills:

• Meticulous attention to detail with strong analytical skills.
• Proactive and confident communicator.
• Organised and efficient, capable of meeting deadlines in a target-driven environment.
• Team player with a desire to mentor and share knowledge.

Benefits:

• Private Medical Insurance
• Income Protection (75% of salary for 3 years)
• Life Assurance (4x salary)
• Critical Illness Cover (£50,000 lump sum)
• Employer Pension Contribution (6%)