Paraplanner - Home Based - 5 Month FTC

We are working with one of the UKs leading Financial Planning and Asset Management organisations to recruit several fixed term contract Paraplanners. 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 5-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 documentation
• Collaborate with Financial Planners on complex cases, providing technical support and recommendations
• Perform in-depth research and cashflow modelling to support tailored financial planning strategies
• Ensure documentation and records meet FCA and company compliance standards
• Support and mentor less experienced paraplanning staff; act as a subject matter expert
• Attend client meetings when required, contributing to an exceptional client experience

What We're Looking For:

• Ideally 5+ years of paraplanning experience
• Diploma in Financial Planning (minimum); working towards Chartered status is advantageous
• Strong technical knowledge of financial products, platforms, and FCA regulations
• High attention to detail and strong communication skills
• Proven ability to manage multiple priorities in a fast-paced, remote environment

Why Apply?

• Immediate start with no onboarding delay
• Fully remote - work from anywhere in the UK
• Opportunity to make a meaningful impact within a high-performing team
• Excellent exposure to high-net-worth client planning scenarios