Remote Paraplanner: DB Pension Transfer Specialist

Bond Recruitment; Remote; GBP 30,000 - 50,000; Full time

Job summary

A leading recruitment firm is seeking an experienced remote-based Paraplanner to support a well-established financial planning firm in the UK. The successful candidate will handle compliance paperwork, prepare recommendations focused on Defined Benefit Pension Transfers, and assist with suitability reports. This role demands strong interpersonal and IT skills, alongside an understanding of the financial planning process. The ideal candidate may hold a Level 4 Diploma but this is not essential.

Qualifications

• Understanding of financial planning process is essential.
• Ability to achieve outcomes without supervision is required.
• Good report writing skills and IT skills are necessary.

Responsibilities

• Check all compliance paperwork is present.
• Prepare suitability letters in accordance with recommendations.
• Discuss client objectives with planner.

Skills

Understanding of the Financial Planning process

Excellent inter-personal skills

Ability to multi-task and prioritise effectively

Good IT skills

Good report writing skills

Education

Level 4 Diploma (G60, AF7, AF5)

Job description

A leading recruitment firm is seeking an experienced remote-based Paraplanner to support a well-established financial planning firm in the UK. The successful candidate will handle compliance paperwork, prepare recommendations focused on Defined Benefit Pension Transfers, and assist with suitability reports. This role demands strong interpersonal and IT skills, alongside an understanding of the financial planning process. The ideal candidate may hold a Level 4 Diploma but this is not essential.