Technical Paraplanner – Remote

About the role

Join a progressive national financial planning firm as a Technical Paraplanner, working fully remotely while supporting high‑performing Financial Planners on complex client cases. You will deliver end‑to‑end paraplanning support, from technical research to suitability report writing and cash‑flow modelling.

Key responsibilities

• Provide comprehensive paraplanning support across a range of complex financial planning cases.
• Conduct technical research, analysis and produce bespoke suitability reports.
• Develop and maintain cash‑flow models to support holistic financial advice.
• Step in quickly to fill paraplanning capacity gaps, meeting KPIs and strict deadlines.
• Occasionally travel to regional offices (expensed) when required.

Required profile

• Proven experience as a Technical Paraplanner within financial planning.
• Strong technical knowledge and ability to write bespoke suitability reports for complex advice cases.
• Demonstrated ability to work effectively to KPIs and deadlines.
• Level 4 Diploma in Financial Planning or equivalent.
• Desirable: experience using modern paraplanning and cash‑flow systems.

Required skills

• Paraplanning systems
• Cash‑flow modelling

What we offer

• Salary up to £50,000 per year (depending on experience)
• Discretionary annual bonus
• Private medical insurance
• Standard pension scheme
• Medicash health cash plan
• Group income protection and life assurance
• 28‑30 days holiday plus bank holidays
• Fully remote working with occasional expensed travel
• Support for career development