Paraplanner

This Paraplanner job offers the chance to join a well-established independent financial planning firm where technical quality, collaboration and professional development are genuinely valued. If you are an experienced Paraplanner seeking stability, fully remote working flexibility and exposure to diverse financial planning cases, this Paraplanner opportunity is well worth exploring.

In this Paraplanner role, you will support Financial Advisers by producing high quality research and suitability reports across a broad spectrum of financial planning work. You will work within a dedicated support model, typically supporting around two advisers, which allows you to build strong working relationships and gain a clear understanding of client needs and advice approaches.

This Paraplanner position offers genuine variety, with involvement in annual reviews, new business cases and ongoing client servicing. While the work maintains strong technical depth, it remains accessible and engaging rather than overly complex. The role suits someone who is hands-on, organised and trusted to deliver consistent, accurate output.

Your Paraplanner responsibilities will include:

• Undertaking financial planning research to support client advice

• Preparing suitability reports using structured templates and bespoke formats

• Reviewing and analysing existing investment portfolios

• Supporting annual reviews and ongoing servicing work

• Maintaining up-to-date knowledge of regulatory and legislative changes

Paraplanner Requirements

• Essential:
Proven experience working as a Paraplanner within an IFA or financial planning firm

• Essential:
Diploma in Financial Planning (Level
4) completed or one exam away from completion

• Essential:
Demonstrated experience producing suitability reports and research documentation

• Desirable:
Exposure to a varied range of financial planning cases

• High level of technical accuracy and attention to detail

The Company

You will join a well-established independent financial planning firm with a strong reputation for delivering quality advice and building long-term client relationships. The business genuinely values technical standards, teamwork and continued professional development, with a supportive team environment.

Paraplanner Benefits

• Salary circa £38,000 to £44,000 depending on experience

• Fully remote working arrangement available

• Full time permanent Paraplanner position

• Pension and additional benefits package

• Support for ongoing professional development

Location

This Paraplanner role is based at the Maidenhead office, however we are now considering fully remote candidates across the UK. While the role can be performed remotely, occasional office attendance may be beneficial for team collaboration.

If you are interested in this Paraplanner job, please apply or contact Premier Jobs UK for further information.

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.