Paraplanner – £37,000 + Benefits

Fully Remote (Anywhere in the UK)

We are seeking an experienced Paraplanner to join a well-established, fully independent financial planning firm. This is a fully home-based position, offering the flexibility to work from anywhere in the UK. The role involves providing high-quality analytical and technical support to advisers across a full range of financial planning areas.

As a Paraplanner, you will be responsible for supporting advisers in preparing and delivering compliant, well-researched financial planning recommendations. Key responsibilities include:

• Preparing and maintaining compliant client files, ensuring all necessary KYC and supporting documentation is complete.

• Gathering and analysing detailed client information.

• Researching whole-of-market solutions to identify suitable products and investments.

• Preparing draft suitability reports, product and fund comparisons, and supporting technical documents.

• Handling more complex or technical cases requiring deeper analysis.

• Assisting advisers with product, fund and process-related queries.

• Using tools such as O&M Profiler, MiCAP and Cashcalc.

• Completing quality checks on your own work and participating in peer review within the team.

You will join a well-structured paraplanning team supported by administration, junior paraplanners, senior paraplanners and a Head of Paraplanning.

To be considered for this position, you must have:

• A Level 4 Diploma or Certificate in Paraplanning as a minimum.

• Previous paraplanning experience, ideally within an IFA environment.

• Strong technical knowledge of financial planning, products and platforms.

• Excellent analytical, research and report writing skills.

• High attention to detail and the ability to challenge advice appropriately while maintaining strong working relationships.

• Salary of £37,026 for Level 4-qualified Paraplanners.

• 20 days holiday plus office closure over Christmas (an additional 3 days).

• Pension contribution of 8 percent.

• 2x Death in Service.

• Optional Private Medical Insurance.

• Fully remote working or office based if preferred.

This role is fully remote and open to candidates based anywhere in the UK.