Job Title: Paraplanner (Fully Remote)
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Salary: Up to £40,000 (DOE)
Location: Fully Remote
Company: Reputable IFA Firm
Overview
We 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 Responsibilities
* Draft clear, compliant suitability reports across pensions, investments, and protection
* Conduct research and product comparisons to support advice recommendations
* Analyse client information and assist in formulating financial planning strategies
* Ensure all work meets FCA and internal compliance standards
* Liaise with advisers, administrators, and providers throughout the advice process
* Maintain accurate client records and documentation
Requirements
* Experience as a Paraplanner within an IFA or wealth management firm
* Strong technical knowledge of pensions and investment products
* Level 4 Diploma in Regulated Financial Planning (or working towards)
* Strong report writing and analytical skills
* Ability to work independently xsngvjr in a remote setting
* High attention to detail and strong compliance awareness
Desirable
* Experience with systems such as Intelligent Office, Voyant, or FE Analytics
Whats on Offer
* Salary up to £40,000
* Fully remote working
* Study support and ongoing professional development
* Stable, reputable firm with a strong pipeline of work