ParaplannerFully Remote | Up to £40,000 Basic | Independent Wealth Management Firm
An established and wholly independent wealth management firm is seeking an experienced Paraplanner to join its growing team.
This is a fully remote opportunity offering genuine flexibility, strong technical exposure, and the chance to work alongside highly regarded Financial Planners within a client-centric, advice-led environment.
The FirmA reputable, independent wealth management business with a strong industry presence and a reputation built on long-term client relationships, technical excellence, and ethical advice. The firm operates with a clear, structured advice process and maintains high professional standards across all areas of financial planning.
The RoleWorking closely with Financial Planners, you will provide comprehensive technical and research support, ensuring advice is compliant, robust, and tailored to client objectives.
Key responsibilities include:
*Preparing detailed suitability reports across pensions, investments, protection, and retirement planning
*Conducting technical research and analysis
*Cashflow modelling and financial planning support
*Reviewing existing portfolios and making recommendations
*Liaising with providers and internal stakeholders
*Ensuring regulatory and compliance standards are met
Candidate Profile*Previous experience in a paraplanning role within wealth management
*Strong knowledge of pensions, investments, and holistic financial planning
*Level 4 Diploma qualified (or working towards)
*Technically strong with high attention to detail
*Comfortable working independently within a remote structure
What’s on Offer*Basic salary up to £40,000
*Fully remote working
*Structured progression and exam support (where required)
*Supportive, professional working environment
*Long-term stability within a respected independent firm