About the Role:
We are looking for a skilled Paraplanner to join our team remotely. You will provide high-quality support to financial advisers, ensuring clients receive accurate, compliant, and clear advice. This is an excellent opportunity for a paraplanner looking to develop their career while enjoying flexible, remote working.
Key Responsibilities:
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Prepare and review suitability reports, fact finds, and client documentation
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Support advisers across pensions, investments, protection, and ISAs
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Ensure all work is compliant with regulatory and internal standards
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Maintain accurate client and team records
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Assist in improving processes and workflows within the paraplanning team
Requirements:
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Previous paraplanning or financial services experience
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Strong knowledge of pensions, investments, and protection
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Diploma or working towards
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Excellent attention to detail and organisational skills
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Ability to work independently and manage a remote workload effectively
Benefits:
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Fully remote working
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Supportive team environment
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Career development and progression opportunities
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Competitive salary and benefits