Paraplanner – Remote Financial Planning Role

About the role

This permanent, fully remote Paraplanner position is with an established independent financial planning firm. You will work closely with two Financial Advisers, providing high‑quality research and suitability reports across a diverse range of client cases.

Key responsibilities

• Undertake financial planning research to support client advice
• Prepare suitability reports using both structured templates and bespoke formats
• Review and analyse existing investment portfolios
• Support annual reviews and ongoing client servicing
• Maintain up‑to‑date knowledge of regulatory and legislative changes

Required profile

• Proven experience as a Paraplanner within an IFA or financial planning firm
• Diploma in Financial Planning (Level 4) completed or one exam away
• Demonstrated ability to produce suitability reports and research documentation
• High level of technical accuracy and attention to detail

Required skills

What we offer

• Salary between £38,000 and £44,000 per year, dependent on experience
• Fully remote working arrangement
• Pension and additional benefits package
• Support for ongoing professional development