Technical Paraplanner (Remote)
Premier Jobs UK Limited · Edinburgh
Job description
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.
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Published 1 month ago
Expires 4 hours from now
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Premier Jobs UK Limited
Edinburgh
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