Paraplanner - Home Based - slough, england, United Kingdom - JR United Kingdom

    JR United Kingdom
    JR United Kingdom slough, england, United Kingdom

    1 day ago

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    Description

    We are partnering with a respected national Wealth Management organization to hire an experienced Paraplanner.

    This organization is known for its strong culture, professional development, and flexible working model, making it an ideal environment for skilled professionals who want to work remotely without compromising on career progression or collaboration opportunities.

    This opportunity offers a home-based contract with a full remote setup provided, allowing you to work efficiently and effectively from anywhere.

    The Role

    As a Paraplanner, you will provide high-level technical support to a team of Senior Financial Planners.

    • You will prepare detailed and compliant suitability reports across various advice areas and product types.
    • You will conduct technical research to support advice strategies.
    • You will ensure client files are fully compliant, up-to-date, and demonstrate appropriate Know Your Customer (KYC) and suitability standards.
    • You will collaborate closely with Advisers to ensure accurate and client-focused advice delivery.
    • You will support Financial Planners in complex advice areas such as cash flow modeling and attend client meetings when required.
    • You will contribute to the use and optimization of planning tools and systems.

    Requirements

    • Experience in a paraplanning role within a Financial Planning or Wealth Management firm.
    • Minimum Level 4 Diploma in Financial Planning (or equivalent).
    • Strong technical knowledge and a proactive, detail-oriented mindset.
    • Ability to work independently while maintaining strong communication with remote teams.

    What We Offer

    • A competitive salary.
    • An annual discretionary bonus.
    • Group life assurance & income protection.
    • Private medical insurance.
    • Employee Assistance Programme.
    • Flexible benefits platform.
    • Full exam support and training for further qualifications.

    This is an ideal role for a Paraplanner seeking a long-term, fully remote opportunity with a reputable firm that offers genuine career progression and a supportive, professional culture.



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