Remote Paraplanner β€” Holistic Financial Planning Expert in Farnborough

Remote Paraplanner β€” Holistic Financial Planning Expert in Farnborough

Farnborough Full-Time 40500 - 49500 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support financial consultants by preparing reports and conducting market research.
  • Company: Mulberry Recruitment, a leader in holistic financial planning.
  • Benefits: Partly remote work, competitive salary, and professional development opportunities.
  • Other info: Flexible working with one day a month in the office.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Proven paraplanning experience and QCF Level 4 Diploma required.

The predicted salary is between 40500 - 49500 Β£ per year.

Mulberry Recruitment is seeking a Paraplanner in Farnborough with a partly remote setup (1 day/month in office).

You will support financial consultants by preparing high-quality suitability reports, conducting whole-of-market research and ensuring compliant, tailored client advice across pensions, investments, protection and estate planning.

Key requirements include proven paraplanning experience, strong technical knowledge in holistic planning, and QCF Level 4 Diploma.

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Remote Paraplanner β€” Holistic Financial Planning Expert in Farnborough employer: Mulberry Recruitment

Join a dynamic and supportive insurance brokerage in Wokingham, where you will receive comprehensive training and the opportunity to grow your career in the insurance industry. With a friendly work culture that values teamwork and communication, this role offers a chance to develop your skills while contributing to a thriving business. Enjoy a competitive salary and the satisfaction of providing excellent customer service in a busy and engaging environment.

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Contact Details:

Mulberry Recruitment Recruitment Team

We think you need these skills to ace Remote Paraplanner β€” Holistic Financial Planning Expert in Farnborough

Paraplanning Experience
Holistic Financial Planning
Suitability Report Preparation
Whole-of-Market Research
Compliance Knowledge
Pensions Knowledge
Investment Knowledge