Remote Paraplanner: Holistic Financial Planning

Mulberry Recruitment Ltd; 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 Ltd is seeking a Paraplanner in Farnborough with remote flexibility (1 day a month in the Farnborough office). You will prepare high-quality suitability reports, conduct market research, and ensure compliant, accurate advice across pensions, investments, protection, and estate planning.

The role requires strong analytical and research skills, experience in paraplanning, and CPD adherence.

Qualifications

• Paraplanning experience across pensions, investments, and protection.
• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).
• Comfortable using Microsoft Office and provider systems.

Responsibilities

• Analyse FactFinds and meeting notes for completeness and compliance.
• Draft holistic suitability reports across pensions, investments, protection, and estate planning.
• Liaise with providers for accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress.

Skills

Attention to detail

Analytical skills

Communication

Mentoring

Teamwork

Education

QCF Level 4 Diploma

CII J09 / Chartered status (desirable)

Tools

Microsoft Office

Provider systems

Job description

Mulberry Recruitment Ltd is seeking a Paraplanner in Farnborough with remote flexibility (1 day a month in the Farnborough office). You will prepare high-quality suitability reports, conduct market research, and ensure compliant, accurate advice across pensions, investments, protection, and estate planning.

The role requires strong analytical and research skills, experience in paraplanning, and CPD adherence.