Paraplanner Opportunity – Remote - Home Based
Shape the future of financial planning with a firm that invests in you.
Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Paraplanner to join their collaborative and forward-thinking team.
This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you’re passionate about financial planning and want to make a real impact, this could be your next big move.
The Role:
As a Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include:
*Maintaining accurate client records and KYC data
*Analysing client objectives to identify planning opportunities
*Researching and recommending tailored financial solutions
*Writing clear, compliant suitability reports
*Ensuring all advice meets governance standards
What’s On Offer:
*Up to £55k (DOE) + up to 10% annual bonus based on performance
*Remote & flexible working options
*28 days holiday + Bank holidays, with a tiered increase to 30 days
*Professional development support – qualifications, CPD & training
*Excellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work Scheme
*Supportive, friendly team culture
What You’ll Bring:
*Strong paraplanning experience and technical knowledge
*Familiarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner
*CII Diploma in Financial Planning (or working towards Chartered status)
*Ability to mentor and provide quality assurance within the team
*A passion for delivering outstanding client outcomes
Ready to take the next step?
Apply now and become part of a business where your skills are recognised and your career can thrive.
For more information and confidential chat, contact Jack Hill on .