Remote Paraplanner - Financial Planning Specialist

Recruit UK; Sefton; Remote; GBP 40,500 - 49,500; Full time

Benefits offered by this job

Competitive salary with bonus potential

Full support with ongoing professional qualifications

Opportunity to work with a supportive financial planning firm

Job summary

A leading financial planning firm is seeking an experienced Paraplanner to join their remote team. This role offers the flexibility to work from home while providing comprehensive technical support to financial advisers. Candidates should have a strong understanding of financial products and a commitment to delivering exceptional client service. Competitive salary and bonus potential are available, along with support for professional development.

Qualifications

• Previous experience working as a Paraplanner within financial services.
• Comfortable working remotely, with strong self-motivation and discipline.

Responsibilities

• Preparing detailed and compliant suitability reports and recommendations.
• Conducting in-depth research and analysis on financial products.
• Supporting advisers with technical queries and financial planning solutions.
• Reviewing client files to ensure compliance with FCA regulations.
• Maintaining accurate records and managing client information systems.
• Contributing to the continuous improvement of processes and standards within the team.

Skills

Strong technical knowledge of pensions

Strong technical knowledge of investments

Strong technical knowledge of protection products

Excellent written communication skills

Strong organizational skills

Self-motivation and discipline

Education

Level 4 Diploma (DipPFS/Equivalent)

Job description

A leading financial planning firm is seeking an experienced Paraplanner to join their remote team. This role offers the flexibility to work from home while providing comprehensive technical support to financial advisers. Candidates should have a strong understanding of financial products and a commitment to delivering exceptional client service. Competitive salary and bonus potential are available, along with support for professional development.