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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.
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.
- 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.
- 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 excellence during any discussions with our team.
✨Tip Number 2
Showcase your technical knowledge in pensions, investments, protection, and tax planning. Be prepared to discuss specific examples from your experience that highlight your expertise in these areas when you connect with us.
✨Tip Number 3
Practice your communication skills, both written and verbal. As a Paraplanner, you'll need to convey complex information clearly, so consider preparing a mock suitability report to demonstrate your ability to produce high-quality documentation.
✨Tip Number 4
Emphasise your organisational abilities and attention to detail. In a remote role, being self-motivated and organised is crucial, so think of ways to illustrate how you've successfully managed your workload in previous positions.
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 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. Highlight any experience you have with Microsoft Office Suite, as this is crucial for the role.
Demonstrate Attention to Detail: Provide examples in your application that illustrate your strong organisational abilities and attention to detail. This is essential for ensuring compliance with FCA standards in your reports.
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
Given the importance of FCA compliance standards in this role, expect questions related to compliance and regulatory requirements. Brush up on relevant legislation and be ready to explain how you ensure compliance in your paraplanning process.
✨Demonstrate Your Communication Skills
Excellent written and verbal communication skills are crucial for this position. During the interview, practice articulating your thoughts clearly and concisely, especially when discussing complex financial concepts or suitability reports.
✨Familiarise Yourself with Financial Planning Software
Since proficiency in financial planning software is essential, make sure you're comfortable discussing your experience with tools like Voyant or FE Analytics. If possible, mention specific projects where you've used these tools effectively.
