Remote Paraplanner | £38,000 – £40,000 DOE + Excellent Benefits | Fully Remote (UK)
Are you an experienced Paraplanner looking for a fully remote role with genuine flexibility, a clear path to Level 6, and a team that values quality over volume?
We’re recruiting on behalf of a well-established, award-winning wealth management group that supports a nationwide network of Independent Financial Advisers. Their model gives advisers the systems, compliance support and back-office resource they need, and as a Paraplanner you’ll be central to delivering accurate, compliant and well-researched recommendations that make a real difference to clients.
What’s on offer
- Salary of £38,000 – £40,000, depending on experience
- 100% remote working (UK-based)
- 35-hour week with flexible working patterns, open to discussion
- 25 days’ holiday plus bank holidays, and your birthday off
- Study support with a clear route to Level 6 (Chartered)
- Pension, life assurance and income protection
- Flexible benefits platform
- A supportive, collaborative culture recognised as one of the best places to work in the industry
What you’ll be doing
- Logging and managing paraplanning requests from a network of IFAs
- Producing paraplanning for both straightforward and complex cases, including:
- Individual and business protection
- Investment contributions and replacement business
- Pension contributions and drawdown
- Esoteric investments
- Supporting the Pension Switch team when needed
- Reviewing fact finds, objectives, attitude to risk and existing plan information, and following up with advisers where information is incomplete
- Researching providers and funds, covering risk scoring, past performance and charges, using Dynamic Planner and FE Analytics
- Running quotes and illustrations through provider platforms, Assureweb and IRESS
- Preparing cashflow modelling forecasts
- Drafting clear, compliant suitability reports and finalising them following adviser approval and file-checking feedback
What you’ll bring
- Level 4 Diploma (CII or equivalent), essential
- At least 2 years’ experience as a Paraplanner in financial services
- Experience of financial services back-office systems
- Strong technical writing skills, with the ability to turn complex information into clear, concise reports
- Sharp attention to detail in accuracy, layout, spelling and grammar
- Good knowledge of current financial regulation
- Excellent organisation and time management, comfortable working to deadlines remotely
- A proactive, can-do attitude, sound judgement and a team-player mindset
- Ambition to progress towards Level 6
Why apply?
This is a chance to join a growing, highly resourced team where your work is valued, your development is supported, and your working pattern fits around your life rather than the other way round
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Remote Paraplanner in City of London employer: Achieve Recruitment Ltd
As a Marketing Executive at our Salisbury location, you'll join a dynamic team that values creativity and innovation in the automotive and motorcycle sectors. We offer a supportive work culture that prioritises employee growth through training and development opportunities, alongside competitive salaries and benefits. Our commitment to maintaining high-quality customer engagement ensures that your contributions will have a meaningful impact on our brand's success.
