Senior Technical Paraplanner (Part‑Time, Remote)

About the role

This senior technical paraplanner will support a sole adviser practice on a part‑time, fully remote basis. You will work with high‑net‑worth clients, delivering high‑quality suitability reports and technical research.

Key responsibilities

• Prepare detailed suitability reports and technical research for high‑net‑worth clients.
• Conduct product and fund research using FE Analytics and CashCalc.
• Support complex financial planning cases with a focus on accuracy and technical quality.
• Liaise closely with the adviser to ensure timely and accurate client outcomes.
• Maintain exceptionally high standards of accuracy with a very low error rate.
• Assist with general paraplanning and administrative tasks as required.

Required profile

• Minimum Level 4 Diploma in Financial Planning (essential).
• Strong technical paraplanning experience within financial services.
• Proven experience working with high‑net‑worth clients.
• Excellent attention to detail and strong organisational skills.
• Ability to work independently in a remote environment.

Required skills

• FE Analytics
• CashCalc

What we offer

• Flexible, remote working arrangements.
• Term‑time only working available.
• Supportive boutique environment with low case volume.
• Quality‑focused workload and emphasis on technical excellence.