Remote Paraplanner for Wealth & HNW Planning, 5-Month Contract

mbf; Remote; GBP 40,000 - 55,000; Full time

Job summary

A reputable financial planning firm in the UK is seeking an experienced Paraplanner for a 5-month fixed-term contract, fully remote. The role includes preparing financial reports, conducting research across various financial services, and collaborating with advisers on client strategies. Ideal candidates will have previous paraplanning experience, strong technical knowledge in pensions, and excellent analytical skills. This position offers a competitive salary, over 30 days annual leave, and the potential for contract extension or permanent employment.

Benefits

Generous salary

Over 30 days annual holiday

Pension

Supportive working environment

Qualifications

• Experience in financial planning or wealth management.
• Interest in working with high-net-worth clients is preferred.
• Collaborative and detail-focused approach.

Responsibilities

• Preparing detailed financial reports and recommendations.
• Conducting research across pensions, investments, and tax planning.
• Working closely with advisers to design client financial strategies.

Skills

Previous Paraplanner experience

Strong technical knowledge across pensions

Excellent report writing skills

Analytical skills

Education

Diploma in Regulated Financial Planning (DipPFS) or equivalent

Job description

A reputable financial planning firm in the UK is seeking an experienced Paraplanner for a 5-month fixed-term contract, fully remote. The role includes preparing financial reports, conducting research across various financial services, and collaborating with advisers on client strategies. Ideal candidates will have previous paraplanning experience, strong technical knowledge in pensions, and excellent analytical skills. This position offers a competitive salary, over 30 days annual leave, and the potential for contract extension or permanent employment.