Remote Paraplanner — Holistic Financial Planning Expert

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

Benefits offered by this job

Private Medical Insurance

Income Protection

Life Assurance

Critical Illness Cover

Employer Pension Contribution

Job summary

Mulberry Recruitment is seeking a Paraplanner in Farnborough with a partly remote setup (1 day/month in office). You will support financial consultants by preparing high-quality suitability reports, conducting whole-of-market research and ensuring compliant, tailored client advice across pensions, investments, protection and estate planning.

Key requirements include proven paraplanning experience, strong technical knowledge in holistic planning, and QCF Level 4 Diploma.

Qualifications

• Proven 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 to ensure completeness and compliance.
• Draft holistic suitability reports across pensions, investments, protection and estate planning.
• Liaise with providers to obtain accurate policy information.
• Ensure all documentation is complete and compliant for processing.
• Maintain internal systems to reflect real-time case progress and outcomes.
• Collaborate with consultants, compliance and business support teams to enhance service quality.
• Mentor colleagues in specialised areas and contribute to knowledge sharing.
• Keep up to date with market developments and maintain CPD.

Skills

Attention to detail

Proactive communicator

Organised and efficient

Team player

Education

QCF Level 4 Diploma

CII J09 / Chartered

Tools

Microsoft Office

Job description

Mulberry Recruitment is seeking a Paraplanner in Farnborough with a partly remote setup (1 day/month in office). You will support financial consultants by preparing high-quality suitability reports, conducting whole-of-market research and ensuring compliant, tailored client advice across pensions, investments, protection and estate planning.

Key requirements include proven paraplanning experience, strong technical knowledge in holistic planning, and QCF Level 4 Diploma.