Job Description
Location
London
Salary Competitive TypePermanent WorkplaceRemote Ref89780Recruiter Managing This Role
About the Role:
We are looking for a skilled Paraplanner to join our team remotely. You will provide high-quality support to financial advisers, ensuring clients receive accurate, compliant, and clear advice. This is an excellent opportunity for a paraplanner looking to develop their career while enjoying flexible, remote working.
Key Responsibilities:
Prepare and review suitability reports, fact finds, and client documentation
Support advisers across pensions, investments, protection, and ISAs
Ensure all work is compliant with regulatory and internal standards
Maintain accurate client and team records
Assist in improving processes and workflows within the paraplanning team
Requirements:
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