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⏰ Full-time

Paraplanner

CV Elite Ltd
Location 📍 Remote, United-Kingdom
Posted 📅 June 12, 2026
Work Type ⏰ Full-time

Position Overview

Paraplanner (Remote), The Role: I am recruiting an experienced Paraplanner on behalf of Pyrford Financial Planning, a small and ambitious Accredited, Chartered and Certified, independent Financial Planning firm.


Learn more about the general tasks related to this opportunity below, as well as required skills.

The Opportunity: This is a fully remote Paraplanning role which benefits from a high degree of autonomy, collaborating with two highly experienced Financial Planners who are also the Directors of the business, to build and implement financial planning solutions, to meet a variety of client needs and personal goals. The successful Paraplanner will support the Financial Planners in delivering a highly personalised, holistic financial planning service to HNW clients, the majority of whom are transitioning into retirement. As a key member of a small team, you will be an integral part of the advice process. You will be responsible for the preparat...

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Job Details

Employment Type
Full-time
📊
Category
Banking and Financial Services
🏠
Work Arrangement
On-site
📍
Location
Remote, United-Kingdom