Technical Paraplanner - Remote
London/Home Counties
Salary up to c£60,000 + PMI
We're looking for an experienced Paraplanner to join a successful IFA practice in the Home Counties, as it embarks on it’s next growth phase. Although a predominantly home based role, there will need to be the occasional meeting with the Financial Advisors who are based in the South East of England.
This is a key technical role supporting Financial Advisers through the delivery of high-quality, compliant financial planning recommendations and suitability reports. You’ll work across a broad range of advice areas including pensions, investments, inheritance tax planning and protection.
Key responsibilities include:
• Producing accurate and compliant suitability reports in line with FCA requirements
• Undertaking complex financial planning research and analysis across pensions (DB & DC), retirement planning, investments, estate planning, protection, and taxation
• Reviewing adviser recommendations for technical accuracy and regulatory compliance
• Supporting advisers with client meeting preparation and ensuring cases progress efficiently
• Liaising with providers and maintaining accurate records and documentation
• Acting as a technical point of reference for advisers and paraplanners
• Contributing to process improvements, training, and paraplanning best practice
Requirements for the role:
• Minimum 5 years’ paraplanning experience within a UK financial advice firm
• Strong technical knowledge across pensions, investments, and tax planning
• Proven experience writing complex suitability reports
• Excellent analytical, organisational and communication skills
• Strong understanding of FCA regulation and compliance requirements
• Ability to manage multiple cases and work independently
Essential qualification:
• Level 4 Diploma
• Knowledge of CURO, Voyant, and FE Analytics
We’re looking for someone who is professional, proactive, detail-focused, and committed to delivering excellent client outcomes while continuing their professional development.