Location

London

Salary Competitive TypePermanent WorkplaceRemote Ref89780

Recruiter Managing This Role

About the Role:

We are looking for a skilled Paraplanner to join our team remotely. You will provide high-quality support to financial advisers, ensuring clients receive accurate, compliant, and clear advice. This is an excellent opportunity for a paraplanner looking to develop their career while enjoying flexible, remote working.

Key Responsibilities:

Prepare and review suitability reports, fact finds, and client documentation

Support advisers across pensions, investments, protection, and ISAs

Ensure all work is compliant with regulatory and internal standards

Maintain accurate client and team records

Assist in improving processes and workflows within the paraplanning team

Requirements:

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