Remote Paraplanner

Remote Paraplanner

Salary: £50,000, depending on experience

Location: UK-Wide, Remote Working

Contract: Permanent, Full-Time

Working Hours: 34.5 hours per week

NJR Recruitment is working with a growing wealth management business looking to recruit Paraplanners across various UK regions.

This is an excellent opportunity for Paraplanners at different career stages, from part-qualified professionals through to experienced Senior Paraplanners, offering remote working, excellent benefits and genuine career development opportunities.

The Role

You will work closely with Financial Advisers and Client Relationship Managers, supporting the delivery of high-quality, compliant financial advice to private and corporate clients.

Responsibilities will include:

Researching client needs, financial products and providers.

Preparing suitability reports and recommendation letters.

Analysing client portfolios and preparing cashflow and drawdown analysis.

Supporting portfolio construction in line with client risk profiles.

Ensuring advice documentation meets FCA and compliance requirements.

Maintaining accurate client records and CRM systems.

Providing technical support to Advisers and Client Relationship Managers.

Keeping up to date with financial products, markets, regulations and CPD.

Senior Paraplanners will also take ownership of complex cases, review colleagues' work, mentor junior team members and contribute to process improvements.

About You

Experience in Paraplanning or a similar financial services role.

Strong knowledge of pensions, investments and financial planning.

Excellent written communication and attention to detail.

Strong organisational skills and ability to meet deadlines.

Confident communicator with a collaborative, client-focused approach.

Good Microsoft Word and Excel skills.

Level 4 Diploma in Regulated Financial Planning (CII or equivalent) desirable.

Part-qualified candidates will be considered, with study support available.

Salary & Benefits

Competitive salary around £50,000, depending on experience.

Remote working, with occasional office visits.

34.5-hour working week.

25 days' annual leave plus statutory holidays, increasing with service.

Group pension scheme with employer contributions up to 6%.

Life assurance at four times salary and group income protection.

Health Cash Plan and Benenden Healthcare.

Training, development and career progression opportunities.

Supportive and collaborative team environment.

Why Apply?

This is a fantastic opportunity to join a growing wealth management business, develop your technical expertise and build a rewarding career within a supportive Paraplanning team.

Whether you are part-qualified or an experienced Senior Paraplanner, this role offers flexibility, interesting cases and excellent career prospects.

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.