At a Glance
- Tasks: Manage the full paraplanning process from research to delivering high-quality advice.
- Company: Join a supportive, remote team in a leading financial planning firm.
- Benefits: Enjoy a competitive salary, holiday, pension, and IT support.
- Other info: Fully remote role with opportunities for training and team collaboration.
- Why this job: Take ownership of your work and develop towards Chartered status with full support.
- Qualifications: Diploma qualified with strong paraplanning experience and technical knowledge.
The predicted salary is between 50000 - 60000 £ per year.
Location: Fully Remote (UK-based)
Salary: £50,000 - £60,000
Full-time, Permanent, Remote
Are you a technically strong Paraplanner who enjoys owning your work from start to finish? My client is looking for a paraplanner who wants to take real ownership — someone who can manage the full process, from initial research and admin through to delivering high-quality advice support. You’ll run your own cases end-to-end, giving you variety, autonomy, and the chance to develop towards Chartered status with full support along the way. Fully remote, well-supported, and part of a collaborative team — this is a great opportunity to step into a broader, more involved role.
What you’ll do
- Take ownership of the full paraplanning and case process
- Produce clear, compliant, and personalised suitability reports
- Carry out detailed technical research across pensions, investments, tax, and protection
- Manage cases from start to finish — including all associated admin
- Liaise with providers, clients, and advisers to keep cases progressing smoothly
- Maintain accurate records across platforms and CRM systems
- Support advisers in structuring effective financial planning strategies
- Contribute to improving processes and maintaining high standards across the team
What we’re looking for
- Diploma qualified (Level 4 minimum), working towards Chartered status
- Strong paraplanning experience within an IFA or financial planning firm
- Solid technical knowledge across pensions, investments, and tax planning
- Comfortable handling both paraplanning and admin responsibilities
- Highly organised, detail-focused, and able to manage your own workload
- A proactive, hands-on approach with a willingness to get stuck in
- Able to work remotely while staying connected to the wider team
Why this role stands out
- Fully remote working (UK-based)
- A genuinely supportive, team-focused culture
- Real ownership of your work — not just part of the process
- Ongoing development and support towards Chartered status
- Strong benefits package including holiday, pension, and IT provision
- A business where your contribution is recognised and valued
Additional Information
You’ll attend the HQ for your first week and occasionally thereafter for training, team meetings, and events (expenses covered).
Apply now
We’re working with Recruitment Rebellion Limited on this role. Applications are open for up to 30 days but may close early if we find the right person. If you require any adjustments, please let us know.
Paraplanner in Guildford employer: Recruitment Rebellion
Join a forward-thinking company that values your expertise as a Paraplanner, offering a fully remote working environment that promotes autonomy and ownership of your projects. With a strong emphasis on professional development towards Chartered status, you will be part of a supportive and collaborative team culture that recognises and rewards your contributions. Enjoy a comprehensive benefits package while working in a role that allows you to manage cases from start to finish, ensuring a fulfilling and dynamic career path.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Guildford
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for a paraplanner role. You never know who might have the inside scoop on an opportunity that’s not even advertised yet.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills and experience. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your interview skills! Prepare for common paraplanner interview questions and think about how you can demonstrate your technical knowledge and case management experience. Mock interviews with friends can really help you nail it.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, we’re here to support you every step of the way!
We think you need these skills to ace Paraplanner in Guildford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your paraplanning experience and technical knowledge. We want to see how your skills align with the role, so don’t hold back on showcasing your strengths!
Showcase Your Ownership:Since this role is all about taking ownership, share examples of how you've managed cases from start to finish in your previous roles. We love seeing candidates who can demonstrate their proactive approach and attention to detail.
Be Clear and Concise:When writing your suitability reports or any other documentation, clarity is key! We appreciate well-structured and compliant reports, so make sure your application reflects that same level of professionalism.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this fantastic opportunity!
How to prepare for a job interview at Recruitment Rebellion
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially around pensions, investments, and tax planning. Being able to discuss these topics confidently will show that you're not just a paraplanner but a knowledgeable one who can handle the full process.
✨Showcase Your Ownership
During the interview, highlight your experience in managing cases from start to finish. Share specific examples of how you've taken ownership of your work and delivered high-quality advice support. This will demonstrate that you’re the proactive, hands-on person they’re looking for.
✨Be Organised and Detail-Focused
Prepare to discuss how you manage your workload and maintain accurate records. Bring up any tools or systems you use to stay organised, as this role requires a strong attention to detail and the ability to juggle multiple tasks effectively.
✨Connect with the Team Spirit
Since this is a remote role, it’s important to convey your ability to stay connected with the team. Talk about your experience working collaboratively, even from a distance, and how you contribute to a supportive culture. This will show that you’re not just a lone wolf but a team player.
