Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Prepare investment reports and support financial consultants with pre-investment packs.
- Company: Join a dynamic financial services firm dedicated to delivering high-quality client advice.
- Benefits: Enjoy a fully remote role with flexible working options and a supportive team culture.
- Why this job: Be part of a team that values your input and fosters strong client relationships.
- Qualifications: Must be diploma-qualified or working towards Level 4 in Financial Planning.
- Other info: This is a full-time contract role with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ per year.
HW Global are working with a financial services firm that’s on the lookout for an experienced Paraplanner to support their advisers and admin team. If you’re detail-driven, love digging into the numbers, and want to be part of a business that delivers thoughtful, high-quality advice to clients, this might be for you.
What You’ll Be Doing:
- Preparing clear, thorough investment reports for new and existing clients.
- Putting together pre-investment packs to support financial consultants’ recommendations.
- Researching markets, products, and trends so clients are always getting up-to-date, competitive advice.
- Working closely with administrators to provide technical support when needed.
- Building and maintaining strong relationships with investment and insurance providers.
- Making sure everything you do aligns with FCA Conduct Rules and internal policies.
What We’re Looking For:
- Diploma-qualified (or working towards Level 4 in Financial Planning).
- Confident with complex financial planning – including vulnerable client situations.
- A solid understanding of investment products, pensions, and protection solutions.
- Comfortable balancing technical detail with client-friendly communication.
This is a full-time role on a contract basis, fully remote, with offices across the UK, and you’ll be reporting to a Paraplanning Manager who genuinely values your input.
Qualified Paraplanner - Fully Remote employer: HW People
Contact Detail:
HW People Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Qualified Paraplanner - Fully Remote
✨Tip Number 1
Familiarise yourself with the latest FCA Conduct Rules and internal policies relevant to paraplanning. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and ethical standards in financial services.
✨Tip Number 2
Network with professionals in the financial planning industry, especially those who are already working as paraplanners. Engaging in conversations can provide insights into the role and may even lead to referrals or recommendations for the position.
✨Tip Number 3
Stay updated on current market trends and investment products. Being knowledgeable about the latest developments will allow you to speak confidently during interviews and show that you can provide valuable insights to clients.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully supported financial advisers in the past. Highlighting your experience with complex financial planning and client communication will set you apart from other candidates.
We think you need these skills to ace Qualified Paraplanner - Fully Remote
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the key responsibilities and requirements for the Qualified Paraplanner position. Tailor your application to highlight your relevant experience and skills that align with what the company is looking for.
Highlight Relevant Qualifications: Make sure to emphasise your diploma qualifications or any progress towards Level 4 in Financial Planning. Include specific examples of your experience with complex financial planning and your understanding of investment products, pensions, and protection solutions.
Showcase Your Skills: Demonstrate your detail-oriented nature and ability to communicate complex information in a client-friendly manner. Provide examples of how you've successfully prepared investment reports or supported financial consultants in the past.
Proofread Your Application: Before submitting, thoroughly proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a role like this.
How to prepare for a job interview at HW People
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of complex financial planning. Be prepared to discuss specific investment products, pensions, and protection solutions during the interview. Highlight any relevant experience or qualifications you have, especially if you're diploma-qualified or working towards Level 4 in Financial Planning.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to handle vulnerable client situations. Think of examples from your past experiences where you've successfully navigated such scenarios. This will show your potential employer that you can balance technical detail with client-friendly communication.
✨Research the Company and Its Values
Familiarise yourself with the financial services firm’s mission and values. Understanding their approach to delivering high-quality advice will help you align your answers with what they are looking for. It also shows genuine interest in the role and the company.
✨Demonstrate Strong Communication Skills
Since the role involves preparing reports and communicating with clients and providers, practice articulating your thoughts clearly and concisely. During the interview, focus on how you can convey complex information in an understandable way, which is crucial for building strong relationships.
