London
Salary Competitive TypePermanent WorkplaceRemote Ref89780Recruiter Managing This Role
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:
Prepare and review suitability reports, fact finds, and client documentation
Support advisers across pensions, investments, protection, and ISAs
Ensure all work is compliant with regulatory and internal standards
Maintain accurate client and team records
Assist in improving processes and workflows within the paraplanning team
Requirements:
Previous paraplanning or financial services experience
Strong knowledge of pensions, investments, and protection
Diploma or working towards
Excellent attention to detail and organisational skills
Ability to work independently and manage a remote workload effectively
Benefits:
Fully remote working
Supportive team environment
Career development and progression opportunities
Competitive salary and benefits
Remote Paraplanner • London
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