Paraplanner - Level 4 Qualified

Our client is seeking an experienced Paraplanner to provide technical and administrative support to financial advisers, preparing detailed financial planning documentation and ensuring recommendations are suitable, accurate and compliant with regulatory requirements.

The successful candidate will have a minimum Level 4 qualification in financial planning, with proven experience dealing with complex financial products and cases. This is a fully remote contract opportunity, ideal for a technically strong Paraplanner who can work independently and manage complex cases from start to finish.

Location: Remote

Rate: £250–£300 per day (inside IR35)

Hours: Standard Business Hours

Start: ASAP

Duration: 3-6 Months

• Prepare detailed suitability reports and financial planning recommendations for a range of client circumstances.
• Provide technical support to financial advisers, ensuring recommendations are accurate, appropriate and compliant with relevant regulatory requirements.
• Research and analyse complex financial products, including pensions, investments and other financial planning solutions.
• Review client fact-finds, financial information and supporting documentation to ensure all relevant information is captured.
• Assess existing financial arrangements and compare suitable products and solutions to support adviser recommendations.
• Ensure all reports and client documentation are completed to a high standard, within agreed deadlines.
• Liaise with financial advisers, product providers and other relevant stakeholders to obtain information and resolve queries.
• Maintain accurate records and ensure all work adheres to internal procedures and compliance standards.

• Level 4 Diploma in Financial Planning (or equivalent recognised Level 4 qualification).
• Proven experience working as a Paraplanner within financial services.
• Demonstrable experience dealing with complex financial products and cases.
• Strong technical knowledge of financial planning, including pensions and investments.
• Experience preparing suitability reports and supporting financial advisers with client recommendations.
• A strong understanding of regulatory and compliance requirements within financial planning.
• Excellent analytical skills, with a high level of accuracy and attention to detail.
• Ability to manage a varied caseload, prioritise workloads and meet deadlines independently.
• Strong written and verbal communication skills.