Remote Paraplanner

About the role

We are partnering with a boutique financial planning firm to hire an experienced Paraplanner on a fully remote basis. You will work one‑to‑one with a dedicated Adviser, supporting high‑net‑worth clients through complex financial planning cases.

Key responsibilities

• Produce high‑quality suitability reports across pensions, investments, protection and broader planning areas.
• Conduct technical research and analysis to support client recommendations.
• Prepare client documentation, technical analysis and maintain accurate records.
• Liaise with providers and third parties as required.
• Ensure all work complies with regulatory standards.

Required profile

• Diploma qualified in Financial Planning (minimum requirement).
• Previous experience as a Paraplanner within a financial planning environment.
• Strong technical knowledge of financial planning concepts.
• Excellent report‑writing ability with high attention to detail.
• Ability to work independently, manage priorities and meet deadlines.

Required skills

What we offer

• Basic salary up to £50,000 per year, dependent on experience.
• Bonus scheme and full company benefits.
• Fully remote work with no office attendance required.
• Opportunity to work closely with an Adviser in a client‑focused firm.