Paraplanner - Route to Paraplanner Manager, Fully Remote (Anywhere in the UK), £45,000 - £52,000 DOE

Job Description

£45,000 - £52,000 DOE + Full Study Support + Excellent Benefits

Full-Time | Flexibility | Career Progression

Ditch the commute and level up your career - from the comfort of your home.

This is your opportunity to join a respected, forward-thinking IFA firm offering a truly fully remote Paraplanning role with a clear path to Paraplanner Manager.

If you're Diploma-qualified (or nearly there), and looking for a supportive environment that values flexibility, trust, and technical excellence, we want to hear from you.

Why You'll Love This Role

100% remote - work from anywhere in the UK

Flex your day around your lifestyle with core hours and autonomy

Join a firm that embraces remote-first culture with full digital infrastructure

Work with experienced, down-to-earth professionals who value wellbeing and work-life balance

Career pathway to Paraplanner Manager or Adviser

Strong salary package: £45,000 - £52,000 DOE

Full study support + regular virtual CPD & development sessions

Wellbeing suite + inclusive team culture + regular remote socials

About the Firm

This award-winning IFA business has spent over 15 years building long-term client relationships, offering holistic advice across pensions, investments, protection, tax planning, and later-life needs. With strong roots in Hertfordshire, they’ve successfully grown into a remote-first business without losing their collaborative and supportive ethos.

Your Day-to-Day

Join virtual client meetings and take clear notes

Produce high-quality suitability reports and technical documentation

Conduct product and investment research

Build cashflow models and support retirement planning

Liaise with providers and colleagues across the UK

Help deliver a seamless and professional client journey

Contribute to process improvement and mentoring as you progress toward manager level

What You’ll Bring

Level 4 Diploma (or actively studying toward)

Experience in a paraplanning or technical support role

Strong knowledge of pensions, investments, and protection planning

High attention to detail and excellent written skills

Comfortable working independently in a remote environment

Ambition to grow into a senior paraplanner or leadership role

This role is perfect if you're ready to ditch the daily commute, take control of your schedule, and work with a modern, supportive team that values both career growth and personal wellbeing.

?? To apply or find out more, contact Sam at Financial Divisions.

Experience: 3 years required
Back to blog

Other Jobs To Apply

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...