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We are working with a well-established Chartered Financial Planning firm, with 10 offices across the UK, currently looking to expand their remote Paraplanning team. This is a fantastic opportunity for a qualified and experienced Paraplanner to join a forward-thinking business, offering full flexibility and autonomy.
The Role:You’ll be part of a fully remote Paraplanning team, with occasional visits to your nearest office. The role involves supporting advisers with high-quality, compliant reports across a range of advice areas.
Key Requirements:
- Minimum Level 4 Diploma qualified in Financial Planning
- Demonstrable experience in a Paraplanning role, ideally within an independent/whole-of-market environment
- Strong technical knowledge across pensions (including switching and pension sharing orders), investments, IHT & estate planning, and both personal and business protection
- Confident in interpreting and summarising cash flow forecasts
- Ability to work independently and manage your own workload effectively
What’s on Offer:
- Competitive salary up to £50,000 (depending on experience)
- Full remote working with flexible hours
- Supportive and collaborative team culture
- Opportunities for continued professional development
This role is perfect for a self-motivated, detail-oriented Paraplanner who values autonomy and enjoys working in a dynamic, growing business.
To apply, please send your CV to Sam at Financial Divisions.
