Job Title: Paraplanner (Fully Remote)
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
1. Experience as a Paraplanner within an IFA or wealth management firm
2. Strong technical knowledge of pensions and investment products
3. Level 4 Diploma in Regulated Financial Planning (or working towards)
4. Strong report writing and analytical skills
5. Ability to work independently in a remote settin...