Paraplanner
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
* Preparing clear, thorough investment reports for new and existing clients.
* Putting together pre-investment packs to support financial consultants’ recommendations.
* Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
* Working closely with administrators to provide technical support when needed.
* Building and maintaining strong relationships with investment and insurance providers.
* Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
* Diploma-qualified (or working towards Level 4 in Financial Planning).
* Confident with complex financial planning – including vulnerable client situations.
* A solid understanding of investment products, pensions, and protection solutions.
* Comfortable balancing technical detail with client-friendly communication.
This is a full-time role on a contract basis, fully remote, with offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input.