Paraplanner
Reed

Canonbie, Dumfriesshire
•1 day ago
•No application
About
Paraplanner Opportunity – Remote - Home Based Shape the future of financial planning with a firm that invests in you. Are you an experienced Paraplanner ready to take your career to the next level? Our client, a respected and growing IFA firm, is looking for a Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to be part of a business that values long-term client relationships, professional excellence, and the growth of its people. If you're passionate about financial planning and want to make a real impact, this could be your next big move. The Role: As a Paraplanner, you’ll work closely with Financial Planners to deliver high-quality advice solutions. Your responsibilities will include: Maintaining accurate client records and KYC dataAnalysing client objectives to identify planning opportunitiesResearching and recommending tailored financial solutionsWriting clear, compliant suitability reportsEnsuring all advice meets governance standards What’s On Offer: Highly competitive salary (DOE) + up to 10% annual bonus based on performanceRemote & flexible working options28 days holiday + Bank holidays, with a tiered increase to 30 daysProfessional development support – qualifications, CPD & trainingExcellent benefits including pension, Death in Service, PHI, Company Sick Pay, Childcare Vouchers & Cycle to Work SchemeSupportive, friendly team culture What You’ll Bring: Strong paraplanning experience and technical knowledgeFamiliarity with platforms like Intelligent Office, Curo, Cash Calc, FE Analytics & Dynamic Planner




