Sparkes Paraplanning Limited
Paraplanner
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Sparkes Paraplanning Limited (SPL) is a Chartered outsourced paraplanning firm. We're looking for a Paraplanner to join our growing team and support our retained clients with high-quality technical casework.
We welcome applications for full-time or part-time working, so let us know what suits you.
What you'll do:
- Produce high-quality suitability reports across pensions, investments, protection and retirement planning
- Carry out pension transfer analysis and support IHT planning casework
- Assess investment suitability and conduct technical research
- Liaise with financial planners and maintain accurate case records
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What we're looking for:
- Proven paraplanning experience in financial planning or a related regulated environment
- Strong technical knowledge across pensions and investments
- Working towards, or holding, relevant professional qualifications
- Excellent written communication skills and strong attention to detail
- Comfortable working autonomously in a remote role
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What we offer:
- £30,000 per annum (FTE), pro-rated for part-time
- Fully remote, flexible working
- 25 days' holiday plus bank holidays (pro-rated)
- Workplace pension
- Genuine investment in your technical development
Interested? Apply with your CV and a short note on what you're looking for, full-time or part-time.
Sparkes Paraplanning Limited | Horsham, West Sussex
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