Job Description
Job Title: Paraplanner (Fully Remote)Salary: Up to £40,000 (DOE)Location: Fully RemoteCompany: Reputable IFA FirmOverviewWe are partnering with a well-established and respected IFA firm looking to appoint an experienced Paraplanner. This fully remote role will see you supporting Financial Planners by producing high-quality research and suitability reports, helping deliver compliant and tailored advice to clients.Key ResponsibilitiesDraft clear, compliant suitability reports across pensions, investments, and protectionConduct research and product comparisons to support advice recommendationsAnalyse client information and assist in formulating financial planning strategiesEnsure all work meets FCA and internal compliance standardsLiaise with advisers, administrators, and providers throughout the advice processMaintain accurate client records and documentationRequirementsExperience as a Paraplanner within an IFA or wealth management firmStrong technical knowledge of pensions and investment productsLevel 4 Diploma in Regulated Financial Planning (or working towards)Strong report writing and analytical skillsAbility to work independently in a remote settingHigh attention to detail and strong compliance awarenessDesirableExperience with systems such as Intelligent Office, Voyant, or FE AnalyticsWhats on OfferSalary up to £40,000Fully remote workingStudy support and ongoing professional developmentStable, reputable firm with a strong pipeline of workTPBN1_UKTJ