Capio Recruitment Financial Planning
Paraplanner
Remote Working
Flexible & Remote Working | Study Support | Career Progression | Pension Scheme | Life Assurance | Health & Wellbeing Benefits
An established and growing Wealth Management business is seeking an experienced Paraplanner to join its technical team.
This is a fully remote opportunity, offering the chance to work closely with Financial Advisers and senior stakeholders while providing high-quality technical support across a broad range of financial planning areas, but advocating work/life balance.
The Role
- Supporting Advisers with technical research and financial planning recommendations
- Producing suitability reports, recommendation letters and client-facing documentation
- Assisting with pension, investment, protection and tax planning cases
- Reviewing and updating client reports in line with objectives and risk profiles
- Conducting technical research and analysing product solutions
- Working closely with advisers to deliver tailored financial planning strategies
- Ensuring all work is completed in line with regulatory and compliance requirements
About You
- Diploma qualified in Financial Planning, Certificate in Paraplanning or equivalent
- Strong technical knowledge across pensions, investments, protection and wider wealth management solutions
- Experience producing suitability reports and supporting the advice process
- Good understanding of FCA regulations and compliance requirements
- Strong analytical, communication and report-writing skills
- Able to work independently while collaborating effectively with remote teams
If you're looking for a remote paraplanning opportunity with a business that values technical expertise, professional development and long-term career progression, we'd be pleased to hear from you.
To apply for this job please visit www.reed.co.uk.
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