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- Tasks: Support Financial Advisers with research and compliance documentation.
- Company: Join a forward-thinking chartered financial planning firm focused on client care.
- Benefits: Enjoy flexible remote work, competitive salary, and comprehensive benefits including exam support.
- Why this job: Be part of a supportive team culture while making a real impact in financial planning.
- Qualifications: Must have Level 4 Diploma in Regulated Financial Planning and 2 years' paraplanning experience.
- Other info: Work from anywhere in the UK and access ongoing training opportunities.
The predicted salary is between 37000 - 51800 £ per year.
Location: Fully Remote (UK-based applicants only)
Employment Type: Full-time
Salary: Competitive, base £37,000 comprehensive benefits. Exam support. Pension 8%. Private Medical.
A forward-thinking chartered financial planning firm committed to providing high-quality, client-focused advice and support. As part of its growing remote team, it is seeking an experienced and qualified Paraplanner (minimum Diploma Level 4) who shares a passion for excellence, compliance, and client care.
As a Remote Paraplanner, you'll play a critical role in supporting its Financial Advisers with accurate, well-researched, and compliant advice documentation. You will be responsible for the full paraplanning process, from research and suitability report writing to liaising with advisers and ensuring clients receive exceptional service.
Key Responsibilities:
- Prepare high-quality suitability reports and financial planning documentation.
- Conduct in-depth product and provider research.
- Support advisers with technical queries and case preparation.
- Ensure all reports meet FCA compliance standards.
- Maintain up-to-date knowledge of financial products, legislation, and industry developments.
- Collaborate with administrative and advisory teams to ensure seamless client journeys.
Requirements:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
- Minimum 2 years’ paraplanning experience.
- Strong technical knowledge across pensions, investments, protection, and tax planning.
- Excellent written and verbal communication skills.
- High attention to detail and strong organisational abilities.
- Comfortable working independently in a remote environment.
- Proficient with financial planning software (e.g. Voyant, FE Analytics etc.) and Microsoft Office Suite.
What’s on Offer:
- Flexible remote working - work from anywhere in the UK.
- Opportunities for progression and further qualifications.
- Supportive and inclusive team culture.
- Competitive salary with performance-related bonuses.
- Ongoing training and CPD support.
Paraplanner - Remote employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - Remote
✨Tip Number 1
Familiarise yourself with the latest financial products and legislation. Staying updated on industry developments will not only boost your confidence but also demonstrate your commitment to compliance and client care during any discussions.
✨Tip Number 2
Network with other professionals in the financial planning sector. Engaging with peers can provide insights into best practices and may even lead to referrals or recommendations that could help you stand out as a candidate.
✨Tip Number 3
Showcase your technical skills by becoming proficient in popular financial planning software like Voyant or FE Analytics. Being able to demonstrate your expertise in these tools can set you apart from other applicants.
✨Tip Number 4
Prepare for potential interviews by practising how to articulate your paraplanning experience clearly. Focus on specific examples where you've successfully supported advisers and ensured compliance, as this will highlight your suitability for the role.
We think you need these skills to ace Paraplanner - Remote
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 Diploma in Regulated Financial Planning and relevant paraplanning experience. Emphasise your technical knowledge in pensions, investments, protection, and tax planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client care and compliance. Mention specific examples of how you've supported financial advisers in the past and your commitment to high-quality documentation.
Showcase Your Technical Skills: In your application, detail your proficiency with financial planning software like Voyant or FE Analytics, as well as your experience with Microsoft Office Suite. This will demonstrate your readiness for the role.
Highlight Remote Work Experience: If you have previous remote working experience, be sure to mention it. Discuss how you manage your time and maintain productivity while working independently, as this is crucial for the role.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your strong technical knowledge across pensions, investments, protection, and tax planning. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas.
✨Prepare for Compliance Questions
Since compliance is crucial in this role, expect questions related to FCA standards and regulations. Brush up on the latest compliance requirements and be ready to explain how you ensure that your reports meet these standards.
✨Demonstrate Your Research Skills
The role involves conducting in-depth product and provider research. Prepare to discuss your research process and any tools or software you use, such as Voyant or FE Analytics, to support your findings.
✨Highlight Your Communication Skills
Excellent written and verbal communication skills are essential for this position. Be ready to provide examples of how you've effectively communicated complex financial information to clients or advisers in the past.
