Remote Paraplanner for Holistic Financial Planning

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

Benefits offered by this job

Private Medical Insurance

Income Protection (75% of salary for 3

Life Assurance (4x salary)

Critical Illness Cover (£50,000 lump)

Employer Pension Contribution (6%)

Job summary

Mulberry Recruitment is hiring a Paraplanner in Farnborough with hybrid working options (remote 1 day a month in the Farnborough office). The role supports financial consultants by preparing high-quality suitability reports and conducting whole-of-market research.

Role requires Paraplanning experience in pensions, investments and protection, plus a QCF Level 4 Diploma. Proficiency with Microsoft Office and provider systems is expected. CPD and professional growth are encouraged.

Qualifications

• Paraplanning experience across pensions, investments and protection.
• Strong knowledge of holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Proficient with Microsoft Office and provider systems.
• QCF Level 4 Diploma is essential.
• CII J09 and/or Chartered status is desirable.

Responsibilities

• Analyse FactFinds and meeting notes for completeness and compliance.
• Conduct technical research and draft holistic suitability reports.
• Liaise with providers to obtain accurate policy information.
• Ensure documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress.
• Collaborate with consultants, compliance and business support teams.
• Mentor colleagues and contribute to knowledge sharing.
• Keep up to date with market developments and CPD.

Skills

Detail-oriented

Communication

Organizational skills

Team collaboration

Education

QCF Level 4 Diploma

CII J09 (desirable)

Tools

Microsoft Office

Job description

Mulberry Recruitment is hiring a Paraplanner in Farnborough with hybrid working options (remote 1 day a month in the Farnborough office). The role supports financial consultants by preparing high-quality suitability reports and conducting whole-of-market research.

Role requires Paraplanning experience in pensions, investments and protection, plus a QCF Level 4 Diploma. Proficiency with Microsoft Office and provider systems is expected. CPD and professional growth are encouraged.