Junior Paraplanner - FULLY REMOTE – Wealth Management, £35,000–£45,000, Remote (UK)

Hours: Monday to Friday, 9:00am–5:00pm (Early finish on Fridays)

The Opportunity

An established and highly respected independent financial planning practice is looking to recruit a Junior Paraplanner / Financial Administrator to join its growing team.

This is an excellent opportunity for someone looking to develop a long-term career within financial planning. The business offers genuine progression, with the chance to move from administration into paraplanning and, if desired, towards becoming a Financial Adviser.

You'll work closely with an experienced Financial Adviser, supporting the delivery of high-quality financial planning advice while learning from a knowledgeable and supportive team.

The Role

Your responsibilities will include:

  • Preparing suitability reports and recommendation packs.
  • Assisting with report writing and technical documentation.
  • Supporting the paraplanning process.
  • Processing new business and maintaining client records.
  • Preparing annual review documentation.
  • Liaising with clients and providers.
  • Providing high-quality administrative support to the advisory team.
  • Attending client meetings where appropriate as your experience develops.

About You

We're looking for someone who:

  • Has experience in financial planning administration or junior paraplanning.
  • Has strong attention to detail and excellent organisational skills.
  • Enjoys producing accurate reports and technical documentation.
  • Is keen to develop their knowledge within financial planning.
  • Has excellent communication skills and enjoys building relationships with clients.
  • Is studying towards, or has completed, the Level 4 Diploma (RO exams) or is willing to do so.
  • Wants to build a long-term career with genuine progression opportunities.

The Business

This successful financial planning practice has built an excellent reputation over many years and continues to experience strong organic growth. Due to increasing demand and a growing client base, they are looking to expand the team to support both existing and new clients.

With a collaborative culture and a clear succession plan, this is an opportunity to join a business that invests in its people and offers long-term career development.

Benefits

  • Salary of £35,000–£45,000 depending on experience.
  • Remote working.
  • Monday to Friday, 9:00am–5:00pm.
  • Early finish every Friday.
  • 25 days' annual leave.
  • 5% employer pension contribution.
  • Genuine career progression into Paraplanning and Financial Advice.
  • Supportive and experienced team environment.

If you're looking for a role where you can develop your technical skills, build a rewarding career in financial planning and be part of a growing business with exciting long-term prospects, we'd love to hear from you.

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