Paraplanner - £38,000 to £50,000 (DOE)

Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate**

Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. This is an excellent opportunity to step into a role where your expertise is truly valued and where you will play a key part in delivering high-quality, holistic financial planning support.

We are a dynamic and client-focused UK financial advisory firm, operating nationally, with increasing market presence and involvement in M&A activity. As part of this evolution, we are looking for a Paraplanner who can support our Financial Planners, deliver comprehensive research, and produce compliant and insightful suitability reports.

This role offers hybrid working with one office day per week, but we are also open to fully remote arrangements for the right candidate.

Key Responsibilities

Suitability Reporting

Prepare detailed, accurate, and fully compliant suitability reports and recommendation letters
Review fact-finds, risk profiles, and client objectives to ensure accuracy and audit readinessAnnual Review Support

Assist with annual client reviews, valuations, objective updates and the creation of Annual Suitability Assessments
Maintain ongoing suitability in line with FCA requirementsTechnical Research

Conduct in-depth research across investments, pensions, tax wrappers, protection products, and estate planning
Analyse fund data, product options and technical solutionsClient & Adviser Support

Provide support to advisers before and after client meetings
Communicate with providers to obtain policy information, illustrations, and documentationCompliance & Record Management

Conduct AML checks, identity verification, and maintain regulatory documentation
Ensure all client files and CRM data remain accurate and completeCollaboration & Continuous Improvement

Work closely with advisers, administrators, compliance teams and investment specialists
Contribute to developing paraplanning processes, templates and best practices as the business evolvesSkills & Experience

Essential

Minimum 2 years' Paraplanning experience in a UK financial planning/advisory firm
Level 4 Diploma (DipPFS or equivalent)
Strong knowledge of pensions (DC & DB), investments, ISAs, bonds, trusts and protection products
Excellent report-writing, analytical and technical research skills
Understanding of FCA regulations, including ongoing suitability and annual assessments
Experience conducting AML and due diligence checks
Proficient with financial planning software (e.g., Intelligent Office, Fintegrate, FE Analytics, Voyant)
Highly organised, self-motivated and comfortable working independentlyDesirable

Experience within firms undergoing M&A activity
Exposure to DFM models, cashflow modelling and tax optimisation strategies
Experience with HNW clients or complex financial planning casesWhat We Offer

£38,000-£50,000 depending on experience
Hybrid working with only one office day per week
Fully remote considered for high-calibre candidates
Opportunity to join a business experiencing exciting, ongoing growth
Supportive, collaborative culture with career development potential
An array of benefits