Experienced Paraplanner

At We Complement, we provide technical planning support to financial advice firms across the UK.

We call our approach Suitability Consulting because we believe the work behind a recommendation matters just as much as the finished report. Good research, the right questions and clear evidence are all important parts of producing good financial advice.

We're looking for an experienced paraplanner to join our remote team and help us continue delivering that standard of support.

This is a hands-on technical role for someone who is already confident managing cases independently, carrying out research and preparing suitability reports.

You'll work with a variety of financial planning firms, so there's plenty of opportunity to use your technical knowledge across different cases and recommendations.

Your day-to-day responsibilities will include:

• Reviewing client circumstances, objectives, risk profiles and financial information, identifying anything that needs further clarification.
• Researching pensions, investments and other financial planning solutions.
• Preparing clear, accurate and well-evidenced suitability reports.
• Undertaking cashflow modelling and portfolio reviews.
• Working closely with advisers to ensure the information and research supporting their recommendations is complete.
• Sharing knowledge and supporting colleagues across the team.

• Level 4 Diploma in Financial Planning.
• A minimum of three years' hands-on UK paraplanning experience.
• Proven experience independently researching cases and preparing suitability reports, particularly covering pensions and investments.
• The ability to manage your own workload and work confidently with financial advisers.
• The right to work in the UK.

• Strong technical research and analytical skills.
• Excellent attention to detail.
• Confidence using Word, Excel and financial planning systems.
• The ability to manage multiple cases and meet deadlines.
• A collaborative approach and a willingness to share knowledge.

We're a fully remote team, and although we work from different locations, there's always someone around to ask a question, share ideas or help work through a particularly tricky case.

We value technical expertise and want our people to have opportunities to develop their knowledge, work on interesting cases and contribute to how we support our clients.

• Flexible remote working, 25–35 hours per week.
• Salary up to £46,000 FTE, depending on experience.
• 27 days' holiday plus bank holidays and Christmas close-down.
• Private health insurance.
• Health cash plan.
• Critical illness cover.
• Death in service benefit.
• Income protection.