Paraplanner*
Recruitment Agency: CV Elite Ltd
Location: Fully Remote
Working hours: full-time
Salary: £35,000 - £42,000 per annum
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An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team.
This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance.
The Role
Supporting Advisers with technical research and financial planning recommendations
Producing suitability reports, recommendation letters and client-facing documentation
Assisting with pension, investment, protection and tax planning cases
Reviewing and updating client reports in line with objectives and risk profiles
Conducting technical research and analysing product solutions
Working closely with advisers to deliver tailored financial planning strategies
Ensuring all work is completed in line with regulatory and compliance requirements
About You
Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent
Strong technical knowledge across pensions, investments, protection and wider wealth management solutions
Experience producing suitability reports and supporting the advice process
Good understanding of FCA regulations and compliance requirements
Strong analytical, communication and report-writing skills
Able to work independently while collaborating effectively with remote teams
If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.
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