Job Description
We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit a fixed term contract Paraplanner. Our client is a true market leader, recognised for its innovation, success and growth over the past few years.
They are currently seeking to recruit Paraplanners for an initial 6 month fixed-term contract, ideally for an immediate start. This is a fully remote position with a competitive salary to £55,000.
Key Responsibilities:
* Produce high-quality, compliant suitability reports and client documentation
* Collaborate with Financial Planners on complex cases, providing technical support and recommendations
* Perform in-depth research and cashflow modelling to support tailored financial planning strategies
* Ensure documentation and records meet FCA and company compliance standards
* Support and mentor less experienced paraplanning staff; act as a subject matter expert
* Attend client meetings when required, contributing to an exceptional client experience
What We’re Looking For:
* Ideally 5+ years of paraplanning experience
* Diploma in Financial Planning (minimum); working towards Chartered status is advantageous
* Strong technical knowledge of financial products, platforms, and FCA regulations
* High attention to detail and strong communication skills
* Proven ability to manage multiple priorities in a fast-paced, remote environment
Why Apply?
* Immediate start with no onboarding delay
* Fully remote - work from anywhere in the UK
* Opportunity to make a meaningful impact within a high-performing team
* Excellent exposure to high-net-worth client planning scenarios