Remote Paraplanner for Wealth Management | Career Growth

mbf; United Kingdom; Remote; GBP 42,300 - 51,700; Full time

Benefits offered by this job

Annual discretionary bonus

Group life assurance & income protection

Private medical insurance

Employee Assistance Programme

Flexible benefits platform

Full exam support and training for further qualifications

Job summary

A leading Wealth Management firm in the UK is looking for an experienced Paraplanner to join their team. This fully remote position offers a salary of up to £47,000 and emphasizes career progression and professional development. Responsibilities include preparing suitability reports and conducting technical research while collaborating with financial planners. This role is ideal for candidates seeking a supportive work culture with opportunities for advancement.

Qualifications

• Experience in a paraplanning role within a Financial Planning or Wealth Management firm.
• Strong technical knowledge and a proactive, detail-oriented mindset.
• Ability to work independently while maintaining strong communication with remote teams.

Responsibilities

• Preparing detailed and compliant suitability reports across a broad range of advice areas.
• Conducting technical research to support advice strategies.
• Ensuring client files are fully compliant and up-to-date.
• Collaborating closely with Advisers to ensure accurate advice delivery.
• Supporting Financial Planners in complex advice areas.
• Contributing to the use and optimisation of planning tools and systems.

Skills

Experience in a paraplanning role

Strong technical knowledge

Proactive, detail-oriented mindset

Ability to work independently

Education

Minimum Level 4 Diploma in Financial Planning

Job description

A leading Wealth Management firm in the UK is looking for an experienced Paraplanner to join their team. This fully remote position offers a salary of up to £47,000 and emphasizes career progression and professional development. Responsibilities include preparing suitability reports and conducting technical research while collaborating with financial planners. This role is ideal for candidates seeking a supportive work culture with opportunities for advancement.