Remote Paraplanner

D&R Recruitment Limited; Manchester; Remote; GBP 35,000 - 50,000; Full time

Job summary

A forward-thinking chartered financial planning firm in the UK seeks an experienced Remote Paraplanner. This role involves supporting Financial Advisers by preparing compliance-focused documentation and conducting product research. Candidates must hold a Level 4 Diploma and have a strong background in financial planning. The position offers remote work flexibility and opportunities for professional growth.

Benefits

Flexible remote working

Opportunities for progression

Supportive team culture

Competitive salary with bonuses

Ongoing training and CPD support

Qualifications

• Minimum 2 years’ paraplanning experience.
• Ability to work independently in a remote environment.
• Strong technical knowledge across pensions, investments, protection, and tax planning.

Responsibilities

• Prepare high-quality suitability reports and financial planning documentation.
• Conduct in-depth product and provider research.
• Support advisers with technical queries and case preparation.

Skills

Attention to detail

Communication

Organizational skills

Technical knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Microsoft Office Suite

Financial planning software

Job description

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D&R Recruitment Limited provided pay range

This range is provided by D&R Recruitment Limited. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

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Senior Recruitment Consultant - Property, Finance and Financial Planning - Member of REC.

Remote Paraplanner (Diploma Level 4 Required)

Location: Fully Remote (UK-based applicants only)

Employment Type: Full-time

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.
• Ongoing training and CPD support.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Administrative, and Quality Assurance

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