Paraplanner (Remote)

Paraplanner

Location: Farnborough / Remote- 1 day a month in the Farnborough office

Salary: £45,000-£55,000

Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, you’ll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives.

Key Responsibilities

• Analyse FactFinds and meeting notes to ensure completeness and compliance.




• Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown.




• Liaise with providers to obtain accurate policy information.




• Ensure all documentation is complete and compliant for processing.




• Maintain internal systems to reflect real-time case progress and outcomes.




• Collaborate with consultants, compliance, and business support teams to enhance service quality.




• Mentor colleagues in specialised areas and contribute to knowledge sharing.




• Keep up to date with market developments and maintain CPD.

Qualifications & Experience

• Proven Paraplanning experience across pensions, investments, and protection.




• Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown).




• Comfortable using Microsoft Office and provider systems.




• QCF Level 4 Diploma (essential)




• CII J09 and/or working towards Chartered status (desirable)

Skills

• Meticulous attention to detail with strong analytical skills.




• Proactive and confident communicator.




• Organised and efficient, capable of meeting deadlines in a target-driven environment.




• Team player with a desire to mentor and share knowledge.

Benefits

• Private Medical Insurance




• Income Protection (75% of salary for 3 years)




• Life Assurance (4x salary)




• Critical Illness Cover (£50,000 lump sum)




• Employer Pension Contribution (6%)

#J-18808-Ljbffr…