Remote Paraplanner - Grow Your Impact in Financial Planning

Reed; Birmingham; Remote; GBP 46,000 - 55,000; Full time

Job summary

A respected IFA firm in Birmingham is seeking an experienced Paraplanner to join their remote team. You'll work closely with Financial Planners, maintaining client records and analysing objectives to deliver tailored financial solutions. The ideal candidate has strong paraplanning experience and familiarity with financial planning platforms. This role offers a competitive salary up to £55k, remote working options, and comprehensive benefits including professional development support.

Benefits

Up to 10% annual bonus

28 days holiday + Bank holidays

Professional development support

Pension and other benefits

Supportive team culture

Qualifications

• Strong paraplanning experience and technical knowledge.
• Familiarity with financial planning platforms.
• Ability to mentor and provide quality assurance.

Responsibilities

• Maintain accurate client records and KYC data.
• Analyse client objectives and identify planning opportunities.
• Research and recommend tailored financial solutions.
• Write clear, compliant suitability reports.
• Ensure all advice meets governance standards.

Skills

Strong paraplanning experience

Technical knowledge

Client outcome focus

Education

CII Diploma in Financial Planning

Tools

Intelligent Office

Curo

Cash Calc

FE Analytics

Dynamic Planner

Job description

A respected IFA firm in Birmingham is seeking an experienced Paraplanner to join their remote team. You'll work closely with Financial Planners, maintaining client records and analysing objectives to deliver tailored financial solutions. The ideal candidate has strong paraplanning experience and familiarity with financial planning platforms. This role offers a competitive salary up to £55k, remote working options, and comprehensive benefits including professional development support.