Remote Paraplanner

Paraplanner

Remote

Up to £48,000 Depending on Experience

This opportunity would suit an experienced Paraplanner who enjoys report writing, working at pace, and being a key part of the financial planning process. If you are looking for a role where you can focus on producing high-quality suitability reports and supporting advisers in delivering excellent client outcomes, this could be an excellent next step.

The business is looking for an experienced financial services professional who understands the advice process, has strong technical knowledge, and can confidently manage a consistent volume of report writing whilst maintaining high standards of accuracy and compliance.

Alongside a salary of up to £48,000, this role offers fully remote working and the opportunity to join a growing financial planning business that values technical expertise, professionalism, and teamwork.

The Business

This is a well-established independent financial planning firm providing advice across pensions, investments, protection, retirement planning, and wider wealth management. The business has built a strong reputation for delivering high-quality advice and long-term client relationships. Their approach combines technical expertise with a commitment to ensuring clients receive clear, understandable, and appropriate financial advice.

The Role

As a Paraplanner, your primary responsibility will be producing suitability reports and supporting advisers with the preparation of financial planning recommendations. This is a role that would suit someone who enjoys report writing and is comfortable managing a high volume of cases. Rather than spending significant time on administration, your focus will be on delivering accurate, compliant, and well-presented reports that support advisers and clients alike.

Typical responsibilities will include:

• Producing suitability reports across pensions, investments, protection, and retirement planning cases
• Reviewing client information and adviser meeting notes
• Supporting the preparation of financial planning recommendations
• Conducting product and provider research where required
• Ensuring reports meet compliance and regulatory standards
• Maintaining accurate client records and case documentation
• Working closely with advisers to ensure recommendations are clearly articulated and suitable for client objectives
• Managing a consistent workflow whilst maintaining high standards of quality and accuracy

About You

To be considered for this role, you should have previous experience within a paraplanning or financial planning support role and be comfortable producing suitability reports independently.

Ideally, you will have:

• Several years of experience within an IFA or financial planning environment
• Experience producing suitability reports across pensions and investments
• Strong understanding of the financial planning process
• Good technical knowledge across core retail investment and pension products
• Excellent written communication skills
• Strong attention to detail and organisational ability
• The ability to manage a high volume of work without compromising quality
• A professional and proactive approach to your work

The Benefits

• Salary up to £48,000 depending on experience
• Fully remote working
• Further details available upon application

Applying

To find out more about this opportunity, simply apply here. One of our team will be in touch to discuss the role in more detail and answer any questions you may have before supporting you through the interview process.