Diploma Qualified Paraplanner, Amersham, Buckinghamshire

Up to £50,000 Basic Salary + Bonus + Comprehensive Benefits

Predominantly Remote Working Investment Committee Exposure Growing Wealth Management Firm

An outstanding opportunity has arisen for an experienced Diploma-qualified Paraplanner to join a highly regarded and expanding financial planning firm based near Amersham.

This successful wealth management business has built an excellent reputation for delivering high-quality, client-focused financial planning advice and is continuing to grow through referrals, strong client retention and a commitment to technical excellence.

Offering predominantly remote working, this role would suit an experienced Paraplanner seeking greater flexibility while remaining actively involved in complex financial planning work and contributing to the wider success of the business.

The Opportunity

Working closely with Financial Planners and clients, you will provide technical expertise and support throughout the advice process while playing an important role in delivering exceptional client outcomes.

This is a highly varied position offering exposure to client meetings, technical research, cashflow modelling and strategic business initiatives, including participation in the firm's Investment Committee.

Your responsibilities will include:

• Attending client meetings alongside Financial Planners to provide technical support

• Assisting in the preparation and delivery of client meetings

• Gathering and analysing client financial information

• Producing cashflow modelling reports and financial analysis

• Conducting technical research across pensions, investments, tax planning and wider financial planning solutions

• Preparing suitability reports and financial planning recommendations

• Providing ongoing technical support to Financial Planners

• Liaising with providers, platforms and third parties

• Managing client requirements through to completion

• Monitoring and supporting annual client review processes

• Assisting with client presentations and planning activities

• Managing personal workflow to ensure timely delivery of work

• Supporting annual reviews of financial planning services and investment solutions

• Participating as a member of the firm's Investment Committee

• Ensuring all work remains compliant with FCA and internal regulatory standards

Requirements

• Minimum 3 years' experience within an IFA, Wealth Management or Financial Planning environment

• Diploma qualified (DipPFS or equivalent) as a minimum

• Strong technical knowledge across pensions, investments and financial planning

• Experience preparing suitability reports independently

• Familiarity with cashflow modelling software

• Excellent analytical and problem-solving abilities

• Strong written and verbal communication skills

• Ability to build effective relationships with clients, advisers and providers

• Highly organised with excellent attention to detail

• Self-motivated and comfortable working remotely

What's on Offer

• Salary up to £50,000 depending on experience

• Performance-related bonus scheme

• Predominantly remote working arrangement

• Private Medical Insurance

• Wellness Days

• Regular company social events

• Ongoing professional development and study support

• Opportunity to work closely with experienced Financial Planners

• Participation in the firm's Investment Committee

• Long-term career progression opportunities

• Supportive and collaborative team culture

Why This Opportunity Stands Out

Fully remote paraplanning opportunities within high-quality financial planning firms remain relatively rare, particularly those offering meaningful involvement in client meetings, strategic business initiatives and investment governance.

This role offers the flexibility of remote working combined with exposure to sophisticated financial planning cases, direct adviser interaction and the opportunity to contribute beyond traditional paraplanning responsibilities.

For an experienced Paraplanner seeking a flexible role within a progressive and client-focused firm, this represents an excellent long-term career opportunity.

To discuss this opportunity in confidence, please contact Ryan Wootten at Financial Divisions.