Remote working

Location:
Remote (UK-based)

Hours:

25-35 per week (flexible)
Salary:
Up to £43,000 FTE (depending on experience)

At We Complement, we believe advice deserves proof, not paperwork.

Some call it paraplanning. We call it Suitability Consulting
. Why? Because this isn’t about churning out reports. It’s about making sure every recommendation is clear, consistent and defensible from the start. We help advisers deliver advice that stands up to scrutiny, builds trust and protects clients.

We’re proud to be reshaping the role, and we’d love you to be part of it.

We’re looking for a Suitability Consultant to join our growing remote-first team.

Day to day, you’ll work closely with advisers, review and evidence advice, and play a key part in raising the bar for advice quality. Expect to:

• Analyse client objectives, risk profiles and financial data
• Research products and investments
• Prepare clear, well-evidenced suitability reports
• Undertake cashflow modelling and portfolio reviews
• Act as a "suitability guardian", ensuring every recommendation is compliant and in the client’s best interests
• Share knowledge and support junior team members

• Level 4 Diploma in Financial Planning
• At least 2 years’ paraplanning experience
• The right to work in the UK

• Sharp eye for detail and comfort working with structured processes
• Strong analytical and research skills
• Confidence with IT systems (Word, Excel, CRMs)
• Ability to manage multiple cases to deadline
• Integrity, curiosity and a collaborative style

• Chartered Financial Planner qualification (or working towards it)
• Experience with compliance, suitability frameworks or file reviews
• Familiarity with tools like FE Analytics, Selectapension or Defaqto

• Flexible remote working (25-35 hours per week)
• Salary up to £43,000 FTE
• 27 days holiday plus bank holidays and Christmas close-down
• Benefits package including: private health insurance, cash plan, critical illness cover, death in service and income protection

But beyond the benefits, you’ll be part of a team that genuinely values what you do. You’ll be supported to grow, have space to think deeply, and help shape how advice is written, tested and trusted.

ISO/IEC 27001:2022 certified
UKAS-accredited information security management system
You can verify the validity of our ISO certificate via the UKAS register.

Affiliate of

Proud to work with

Old Brewery Business Centre
Castle Eden
Co. Durham
TS27 4SU

Tel:
Email: