Senior Technical Paraplanner (Part‑time, Remote)

About the role

We are seeking a Senior Technical Paraplanner to join a boutique, family‑run financial planning practice on a part‑time, fully remote basis. You will support a sole adviser delivering high‑net‑worth client solutions with a focus on technical excellence and low case volume.

Key responsibilities

• Produce detailed suitability reports and technical research for high‑net‑worth clients.
• Conduct product and fund analysis using FE Analytics and CashCalc.
• Support complex financial planning cases, ensuring accuracy and a very low error rate.
• Liaise closely with the adviser to deliver timely, accurate client outcomes.
• Handle general paraplanning and administrative tasks as needed.

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 (UK‑based).
• Term‑time only (school hours) working available.
• Supportive boutique environment with low case volume.
• Quality‑focused workload prioritising technical excellence.