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Permanent

Remote Paraplanner

mbf.
Reading
money-bag £52000 Annual
Posted: 09 June 2026 (Yesterday)
Closing date: 09 July 2026
Ref: 3119719942

We are currently partnering with a highly respected UK wealth management business, part of a global group with a long-standing heritage and an excellent reputation within the industry. Operating at the top end of the market, the firm provides bespoke advice and investment solutions to high and ultra-high-net-worth clients and offers a collaborative, high-performing working environment.Due to continued growth and increased client demand, they are now looking to appoint an experienced Paraplanner on an initial 15-month fixed-term contract, with the potential for the role to become permanent.The Role: This is a fantastic opportunity to join a well-established and technically strong team, supporting Financial Planners and working closely with Investment Managers on complex client cases. You will play a key role in delivering high-quality technical support and ensuring an exceptional client experience.Key Responsibilities:Preparing detailed suitability reports and financial planning documentationConducting technical research across pensions, investments, tax planning and protectionSupporting advisers with complex client cases, particularly within the HNW/UHNW spaceLiaising with internal teams, including discretionary investment managersEnsuring all work is compliant with current regulations and internal standardsRequirements:Proven experience working as a Paraplanner within a wealth management or IFA environmentStrong technical knowledge across financial planning areasExperience ..... full job details .....

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