Part‑time Remote Paraplanner (14‑21 hrs/week)

About the role

Our client, an outsourced paraplanning business, is seeking a talented Paraplanner to work part‑time on a remote basis. The role can be performed from anywhere in the UK, ideally within the North East, and offers the flexibility of 2 or 3 days per week.

Key responsibilities

• Update and complete Client Fact Records (CFR) throughout the client lifecycle.
• Prepare and finalise CYC documentation and financial illustrations.
• Draft suitability letters and perform the required calculations.
• Create and assemble complete advice sets for SJP practices.
• Support SJP practices with pensions, drawdowns, inheritance tax (IHT), investments, protection and long‑term care (LTC) advice.

Required profile

• Previous experience using SJP systems and processes.
• Strong knowledge of pensions, investments, IHT, protection, LTC and safeguarded benefits.
• Excellent attention to detail, spelling and grammar.
• Reliable work ethic and ability to deliver accurate work on time.

Required skills

• SJP systems

What we offer

• Part‑time hours: 14 or 21 per week (flexible).
• Pro‑rated holiday entitlement (25 days plus bank holidays).
• Pension scheme and discretionary annual bonus.
• Option to be employed or self‑employed.