Paraplanner (Remote)

Paraplanner (Remote)

Fully Remote | Up to £40,000 + Benefits

A growing and highly regarded financial planning firm is seeking an experienced Paraplanner to join its remote team. This is an excellent opportunity for a technically skilled individual looking to work in a supportive environment with genuine flexibility and career development opportunities.

The Role

• Support Financial Planners with research and technical analysis.
• Prepare suitability reports and recommendation documents.
• Produce cashflow modelling and financial planning reports.
• Analyse client portfolios and identify planning opportunities.
• Ensure advice is delivered in line with FCA and compliance requirements.
• Work closely with advisers and administration teams to deliver excellent client outcomes.

About You

• 2+ years' experience in a Paraplanning role.
• Strong technical knowledge of pensions, investments, and financial planning.
• Experience writing suitability reports.
• DipPFS qualified or working towards completion.
• Strong attention to detail and excellent written communication skills.
• Able to work independently in a remote environment.

What's on Offer.

• Fully remote working.
• Salary up to £40,000.
• Study support and ongoing professional development.
• Competitive benefits package.
• Clear opportunities for career progression.

If you are a motivated Paraplanner looking to join a forward-thinking financial planning business, we'd love to hear from you - please submit your CV to riley@artemisrecruitment.co.uk