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Permanent

Paraplanner - Remote

mbf.
Exeter
money-bag £35000 Annual
Posted: 27 June 2026 (Yesterday)
Closing date: 27 July 2026
Ref: 3128997906

Position: Remote ParaplannerSalary: Up to £40,000 + benefitsWe are partnering with an award-winning, national independent financial planning firm to recruit an additional Paraplanner. Our client is highly regarded within the financial services industry for their commitment to excellence, innovation and delivering tailored advice to clients across the UK.LocationThis is a fully remote role, offering the flexibility to work from anywhere in the UK, with occasional office visits as required.Role OverviewAs a Paraplanner, you will play a key role in supporting Financial Advisors by producing high-quality reports, carrying out detailed research, and providing technical expertise to ensure clients receive exceptional financial advice.Key ResponsibilitiesWork closely with Advisors to produce clear, accurate, and compliant client reportsConduct in-depth research on financial products, investment options, and regulatory updatesProvide technical support and insights on complex financial planning mattersAssist in developing tailored financial strategies and recommendations for clientsMaintain up-to-date knowledge of industry regulations and best practicesAssist with Letters of Authority and provider correspondenceRequirementsLevel 4 Diploma qualified (preferred)Previous experience in a Paraplanning or similar role within financial servicesStrong analytical skills with excellent attention to detailOutstanding written and verbal communication skillsAbility to work independently and ..... full job details .....

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