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# Paraplanner - Remote working

- **Company:** Coast
- **Location:** Birmingham, UK (Remote available)
- **Salary:** £40,000.0 - £50,000.0
- **Contract:** Permanent contract
- **Skills:** Microsoft Word, Microsoft Excel, Software Applications, Microsoft Outlook
- **Published:** September 25, 2026
- **Apply:** https://www.reed.co.uk/jobs/paraplanner-remote-working/57393040

## About the Role

* Level 4 Diploma qualified
 * Experience in a Paraplanning role within an IFA
 * Strong technical skills and attention to detail

IT Skills

 * Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
 * Previous experience using report writing software is a distinct advantage.
 * Previous experience of all the main Platforms and IO will be advantageous

The role is offered on a full time basis
Skills

 * Paraplanning
 * ifa
 * paraplanner
 * suitability report

## Description

* Assisting a high producing IFA Principal.
 * Dealing with Wealthy private clients portfolio's.
 * Attend client meetings and record comprehensive notes
 * Draft detailed, compliant suitability reports
 * Conduct product and investment research
 * Build cashflow models and support complex planning
 * Liaise with providers and manage review prep
 * Play a key role in ensuring a seamless client journey


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