Remote Paraplanner

Artemis Recruitment Consultants Ltd; United Kingdom; Remote; GBP 35,000 - 45,000; Full time

Job summary

A recruitment firm is seeking a Remote Paraplanner to join their team on a full-time basis. In this remote role, you'll support consultants by providing high-quality financial advice across various client needs. Candidates should hold relevant qualifications and have strong technical knowledge of financial products. This position emphasizes collaboration and outstanding client service while working primarily from home.

Qualifications

• Strong technical knowledge of pensions, investments, and protection products.
• Solid understanding of compliance procedures and regulations.
• Experienced in delivering high-quality client service.

Responsibilities

• Support consultants with technical and investment advice across wealth management.
• Prepare and review proposals, letters, and reports.
• Assist with the delivery of the Group’s financial products and services.

Skills

Technical knowledge of financial products

Understanding of regulations and compliance

Education

Diploma in Regulated Financial Planning

Certificate in Paraplanning

Job description

Type of Position: Remote Paraplanner
Pay: DOE
Reference: #3421208

Remote Paraplanner

Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent basis. This is a remote role, meaning you’ll mainly work from home with regular time in your local office to collaborate, connect and support your team in person.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.

What You’ll Be Doing

Here’s a snapshot of what your day-to-day might look like:

• Supporting consultants with technical and investment advice across all areas of wealth management
• Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
• Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions

What You’ll Bring

• Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
• Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
• Solid understanding of current regulations, legislation, and compliance procedures
• This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required

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