Paraplanner - Home Based - 6 Month FTC
We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit a fixed term contract Paraplanner. Our client is a true market leader, recognised for its innovation, success and growth over the past few years.They are currently seeking to recruit Paraplanners for an initial 6 month fixed-term contract, ideally for an immediate start. This is a fully remote position with a competitive salary to £55,000.Key Responsibilities:Produce high-quality, compliant suitability reports and client documentationCollaborate with Financial Planners on complex cases, providing technical support and recommendationsPerform in-depth research and cashflow modelling to support tailored financial planning strategiesEnsure documentation and records meet FCA and company compliance standardsSupport and mentor less experienced paraplanning staff; act as a subject matter expertAttend client meetings when required, contributing to an exceptional client experienceWhat We''re Looking For:Ideally 5+ years of paraplanning experienceDiploma in Financial Planning (minimum); working towards Chartered status is advantageousStrong technical knowledge of financial products, platforms, and FCA regulationsHigh attention to detail and strong communication skillsProven ability to manage multiple priorities in a fast-paced, remote environmentWhy Apply?Immediate start with no onboarding delayFully remote - work from anywhere in the UKOpportunity to make a meaningful impact with
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