Paraplanner - Remote Working

Job Title: Paraplanner (Remote, UK)
Employer: Independent Multinational Wealth Management and Private Finance Firm
Location: Remote (UK-Based Candidates)

About the Firm
My client is a privately owned, independent wealth management and private finance firm providing impartial advice and tailored solutions to individuals, families and businesses. The firm offers robust systems, strong compliance oversight and structured support for advisers and paraplanners.

Role Summary
The Paraplanner will provide technical research, report writing and administration to support financial advisers. Working remotely within the UK, the paraplanner will prepare suitability reports, carry out modelling and ensure cases progress smoothly and compliantly.

Key Responsibilities
- Prepare detailed suitability and recommendation reports across investments, pensions, protection and tax-efficient wrappers
- Conduct technical research, product comparisons and financial modelling using firm tools
- Produce cashflow forecasts, retirement projections and scenario analysis
- Support adviser case progression: illustrations, application packs, paperwork and liaison with product providers
- Ensure accurate client records and file documentation in line with compliance standards
- Keep abreast of regulatory changes and contribute to process improvements
- Liaise with external providers, administrators and internal teams to resolve queries and expedite implementations

Required Qualifications & Experience
- Part qualified diploma-level financial planning qualification or equivalent (e.g., APFS, CeMAP, or working toward)
- Proven paraplanning experience within UK financial services (typically 1+ years)
- Strong technical knowledge of UK pensions, ISAs, investments and protection products
- Good understanding of UK regulatory environment (FCA rules preferred)

Skills & Attributes
- Excellent written communication and report-writing skills
- Strong numeracy, analytical ability and attention to detail
- Proficient with financial planning software and MS Excel
- Self-motivated, organised and able to manage workload remotely
- Team player with good stakeholder management and client-focus

Benefits
- Remote working with flexible hours (UK timezone alignment)
- Competitive salary and performance-related incentives
- Ongoing professional development and study support
- Full operational and compliance support from the firm
- Career progression opportunities within an international business

How to Apply
Applicants should submit a CV and cover letter detailing UK eligibility and remote working setup via the recruiter or the client’s careers page. Shortlisted candidates may be asked for work samples and references.

Privacy & Consent
By applying, candidates consent to the collection, use and processing of personal data in accordance with the firm’s privacy policy.