UK Paraplanner (Remote – Pakistan Based)

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Job Title: UK Paraplanner (Remote – Pakistan Based)

Location: Remote (Pakistan)
Working Hours: Full-time, aligned with UK business hours (1:00 PM to 9:30 PM Pakistan Time)
Salary: Competitive – based on experience and qualifications
Experience Required: 2+ years in financial services, wealth management, or paraplanning support
Education: Bachelor’s degree in Finance, Accounting, or a related field (UK certifications a plus)

About the Role

We are hiring a remote paraplanner to support a UK-based financial advisory firm. You will work directly with regulated UK financial advisers, helping them deliver compliant, high-quality financial planning solutions to clients. This is a technical support role focused on research, analysis, and report writing.

Key Responsibilities

• Conduct research and comparisons on UK financial products (pensions, investments, insurance).
• Prepare clear, well-structured suitability reports and recommendation letters.
• Analyse client fact-finds, risk profiles, and objectives to support accurate advice.
• Liaise with UK-based product providers for quotes and illustrations.
• Assist advisers in formulating financial planning strategies aligned with client goals.
• Ensure all reports and documentation follow FCA standards and internal procedures.
• Keep up to date with relevant UK regulations, products, and planning tools.

Requirements

• At least 2 years of experience in a paraplanning, financial analysis, or technical support role (preferably for UK/US clients).
• Strong understanding of UK pensions, ISAs, protection products, and tax wrappers.
• Excellent written English and ability to produce grammatically correct, client-ready documents.
• Proficient in MS Word, Excel, and financial planning tools or CRMs.
• Detail-oriented, analytical, and able to work independently with minimal supervision.

Preferred (Not Mandatory)

• Working towards or willing to pursue the CII Level 4 Diploma in Regulated Financial Planning or similar.
• Familiarity with UK FCA compliance standards and suitability reporting formats.
• Prior experience working remotely with a UK financial firm.

Personal Attributes

• Professional, discreet, and trustworthy with confidential data.
• Self-motivated and proactive with a strong work ethic.
• Organised, focused, and able to meet deadlines consistently.

Job Type: Full-time

Application Question(s):

• Have you worked with UK clients or UK financial products (e.g. pensions, investments, protection)?
• Do you have experience writing financial reports or suitability letters?
• Do you have experience with UK tax planning (e.g. income tax, capital gains, inheritance tax)?
• Do you have experience with UK investment products such as ISAs, bonds, or mutual funds?
• Do you understands UK pension and investment structures?
• Are you familiar with FCA principles and suitability standards?
• How do you rate your written English?
• This is a full-time position with fixed working hours: 1:00 PM to 9:30 PM Pakistan Time, Monday to Friday with 30-min break inbetween. Please note: we are unable to accommodate alternative working hours.

Please confirm you are ok with this.

Education:

• Bachelor's (Required)

Experience:

• paraplanning, wealth management support, financial services,: 2 years (Required)

License/Certification:

• Bachelor's degree in Finance / Accounting / Economics (Required)
• (ACCA / CFA / CIMA / Studying for CII or DipFA (Preferred)

Location:

• Pakistan (Required)

Work Location: Remote