Home-based Paraplanner

United Kingdom
£38,000 – £42,000
Published 1 month ago

Job Description

This is an excellent opportunity to work for a company that is growing very quickly. If you like variety and varying levels of complexity, then this could be a perfect role for you.

You will play a significant role in the growth of the business and as such, will be duly rewarded over time. Your commitment to the business will be met with a commitment to you: for your happiness and wellbeing to always be a priority.

Duties and responsibilities

Your duties will include but not be limited to:

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Compile suitability reports
  • Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
  • Pre-populate client application forms.
  • Record monitor and report on progress.
  • Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
  • Check files are fully compliant.
  • To build a strong working relationship with clients in order to provide exceptional support in the delivery of their business strategy.
  • To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
  • To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge.

Salary & Benefits:

The successful candidate will receive a basic salary of up to £40,000 PA

Other benefits include:

  • Salary being reviewed each year in line with company performance.
  • A personalised benefits package based around what is important to you.
  • Company pension – Employer contributions starting at 5%, increasing over time to reflect your value to the business.
  • Complete flexible working.
  • 25 days holiday + bank holidays + Christmas period + additional discretionary holidays.
  • 6-monthly bonus scheme.
  • Exam and study support.
  • Paid-for attendance to Paraplanning and industry events.

What does the successful candidate look like?


  • Level 4 diploma in financial planning (or equivalent DipPFS or DipFA)
  • Experience with cashflow planning tools.
  • Experience with using back office systems, platforms and research tools.
  • Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax and the ability to carry out manual calculations.
  • Ability to competently use Microsoft Word and Excel.
  • High level of attention to detail.
  • Excellent written English and grammar.
  • Ability to manage relationships.
  • Ability to manage own workload but to also know when to ask for help.
  • Based in the North West or West Yorkshire


  • Minimum 2 years’ experience within a Paraplanning role.
  • Level 6 qualification (or close to).
  • Working knowledge of Microsoft 365 (including Sharepoint).
  • To be comfortable challenging advice.
  • Management/training experience.

Business based in Preston, Lancashire. This role is home-based, though regular face-to-face catch ups will take place; the candidate will therefore be based in the North West.

 Level 4 diploma in financial planning (or equivalent DipPFS or DipFA)

Type of role:
Full Time, Permanent

Job Information

Category Paraplanner
Reference JOB-1668
Benefits Annual salary reviews, Personalised benefits package, Company pension scheme, Flexible working, 25 days holiday + bank holidays + Christmas period + additional discretionary holidays, bi anual bonus scheme, exam and study support, paid-for attendance to paraplanning and industry events.
Created Published 1 month ago
Consultant Information Lee Old lee@antonygeorge.com 01268200722