Paraplanner - Remote

Overview

We are looking for an experienced Paraplanner to join our client’s dynamic wealth management team. The successful candidate will play a crucial role in supporting financial advisers by conducting research, preparing suitability reports, and ensuring compliance with FCA regulations. If you have a strong technical background in financial planning, excellent analytical skills, and a keen eye for detail, we’d love to hear from you!

In Short

• Conduct in-depth research and analysis on financial products, investment strategies, and tax planning solutions.
• Prepare suitability reports and financial recommendations in line with client objectives and regulatory requirements.
• Assist financial advisers with client file preparation, ensuring documentation is accurate and up to date.
• Perform cash flow modelling and investment risk assessments using financial planning software.
• Ensure all advice meets FCA compliance standards, including Consumer Duty and PROD regulations.
• Liaise with clients, product providers, and internal teams to gather necessary information.
• Keep up to date with industry trends, regulatory changes, and professional qualifications.

Requirements

• Level 4 Diploma in Regulated Financial Planning (CII or LIBF) – essential.
• Certificate in Paraplanning (CII) or Diploma for Financial Advisers (DipFA) – preferred.
• Working towards Chartered Financial Planner status (Level 6) – desirable.
• Strong understanding of FCA compliance, tax planning, pensions, investments, and protection products.
• Minimum 3 years of experience in a paraplanning, technical support, or financial administration role.
• Experience with high-net-worth (HNW) clients and complex financial planning cases – preferred.
• Familiarity with financial planning software such as CashCalc, Voyant, Truth, or Intelligent Office (Intelliflo).
• Strong knowledge of investment products, tax wrappers (ISAs, SIPPs, trusts), pensions, and estate planning.

Benefits

• Competitive salary based on experience.
• Opportunity to work in a dynamic team environment.
• Professional development and training opportunities.
• Access to industry-leading financial planning tools.
• Support for obtaining further qualifications.