Technical Paraplanner (Remote)

About the role

This fully remote Technical Paraplanner position supports a progressive national financial planning firm. You will work alongside high‑performing Financial Planners on complex client cases, delivering technical research, analysis and suitability reports.

Key responsibilities

• Provide end‑to‑end paraplanning support for a range of complex financial planning cases.
• Conduct technical research, cash‑flow modelling and suitability report writing.
• Step in quickly to fill paraplanning capacity gaps and meet tight deadlines.
• Collaborate with advisers to ensure holistic, high‑quality financial advice.
• Occasionally travel to regional offices, with expenses fully covered.

Required profile

• Proven experience as a Technical Paraplanner within financial planning.
• Strong technical knowledge and ability to produce bespoke suitability reports for complex advice cases.
• Demonstrated ability to work effectively to KPIs and strict deadlines.
• Level 4 Diploma in Financial Planning or equivalent qualification.

Required skills

• Cashflow modelling
• Suitability report writing

What we offer

• Salary up to £50,000 per year, dependent on experience.
• Discretionary annual bonus.
• Private medical insurance, health cash plan, and group income protection.
• Standard pension scheme.
• 28–30 days holiday plus bank holidays.
• Fully remote working with occasional expensed travel.
• Support for career development and professional growth.