Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent and remote basis.
Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.
You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.
What You’ll Be Doing
Here’s a snapshot of what your day-to-day might look like:
- Supporting consultants with technical and investment advice across all areas of wealth management
- Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
- Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
What You’ll Bring
- Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
- Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
- Solid understanding of current regulations, legislation, and compliance procedures
- This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required
Our client is currently on the lookout for a Paraplanner join their growing team on a full-time, permanent and remote basis.
Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.
You’ll work closely with Directors and Senior Consultants, assisting in the end-to-end delivery of key wealth management services. Whether it’s information gathering, planning, or creating reports—your expertise will help ensure we continue providing outstanding client service.
What You’ll Be Doing
Here’s a snapshot of what your day-to-day might look like:
- Supporting consultants with technical and investment advice across all areas of wealth management
- Preparing, reviewing, and updating proposals, letters, and reports—always keeping the client’s goals and risk profile front of mind
- Assisting with the delivery of the Group’s products and services, including cash management, tax products, and bespoke client solutions
What You’ll Bring
- Hold a Diploma in Regulated Financial Planning or Certificate in Paraplanning (other relevant qualifications also considered)
- Strong technical knowledge of financial products including pensions, investments, protection, and wider wealth management solutions
- Solid understanding of current regulations, legislation, and compliance procedures
- This is a certification function role under SMCR, so annual FIT assessments and certification renewal will be required
…