Senior Paraplanner

Templegate Recruitment

Specialist Recruiters in Financial Services

Job Title:

Senior / Technical Paraplanner

Location:

Fully remote (UK-based)

Salary:

Open to discussion depending on experience

Benefits:

• Flexible, remote working arrangements
• School hours considered
• Term-time only working available
• Supportive and flexible boutique environment
• Quality-focused workload with low case volume

About the Company:

This is a small, boutique, family-oriented financial planning business supporting a highly bespoke client base. The firm operates with a flexible and supportive culture and prioritises technical excellence and quality of output over volume.

Key Responsibilities:

• Provide high-level technical paraplanning support to a sole adviser practice
• Prepare detailed suitability reports and technical research for high-net-worth clients
• Conduct product and fund research using FE Analytics and Cash Calc
• Support complex financial planning cases with a strong emphasis on accuracy and technical quality
• Liaise closely with the adviser to ensure timely and accurate client outcomes
• Maintain exceptionally high standards of accuracy with a very low error rate
• Support general paraplanning and administrative tasks as required

What We're Looking For:

• 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
• Strong organisational and administrative skills
• Ability to work independently in a remote environment
• Confident working in a boutique, client-focused setting

Desirable Skills:

• Experience using FE Analytics
• Experience using Cash Calc
• Exposure to complex or technical financial planning cases
• Experience supporting sole adviser or boutique firms

How to Apply:

Interested? Submit your CV today!

If your experience aligns with this opportunity, one of our specialist consultants will contact you to discuss further. We'll also take the time to understand your career goals and highlight other roles that may be a great fit.

Due to the high volume of applications, we can only respond to successful candidates. If you haven't heard from us within 7 days, please assume your application has not been successful on this occasion.