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
Remote Paraplanner in 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.
