Paraplanner / Technical Analyst
Location: Remote Full-time
We’re looking for a detail-driven, technically strong Paraplanner to join a collaborative and forward-thinking team. This is a brilliant opportunity for someone who enjoys turning complex financial information into clear, client-focused advice-and wants to play a key role in delivering high-quality outcomes.
The Role
You’ll work closely with advisers, supporting the end-to-end advice process by producing high-quality reports, conducting in-depth research, and ensuring all recommendations meet regulatory standards.
Your work will directly impact client outcomes-helping advisers deliver advice that is not only compliant, but genuinely valuable.
What You’ll Be Doing
Client Advice & Reporting
* Draft clear, tailored Suitability Reports aligned to individual client needs
* Prepare Annual Review reports to support ongoing client relationships
* Ensure all documentation is accurate, compliant, and easy to understand
Research & Analysis
* Conduct detailed research across pensions, investments, protection, and tax-efficient solutions
* Analyse client portfolios for performance, risk, and alignment with objectives
* Provide data-driven insights to support adviser recommendations
Technical & Financial Planning Support
* Build financial plans using cashflow modelling tools
* Support technical calculations (e.g. CGT, IHT, investment risk profiling)
* Break down tax implications and help identify the most appropriate client solutions
Compliance & Governance
* Ensure all reports meet FCA requirements and internal standards
* Maintain accurate records of the advice process and client data
* Work closely with compliance to resolve issues and refine documentation
* Stay up to date with regulatory and legislative changes
Systems & Process
* Keep client records and back-office systems fully up to date
* Use financial planning software effectively to support delivery and compliance
* Contribute to improving templates and processes
Personal Development
We’re big on growth—both professionally and personally.
* Ongoing CPD and development support
* Regular training sessions and compliance updates
* A culture of feedback, learning, and continuous improvement
* Opportunities to shape your own progression
What We’re Looking For
* Strong technical knowledge across financial planning products and tax
* Experience in paraplanning or a similar technical role
* A high level of attention to detail and organisation
* Confident communicator-able to translate technical information clearly
* Proactive mindset with a “leave it better than you found it” approach
* A genuine team player who values collaboration and accountability
Our Culture
We believe great work comes from great people who feel supported, respected, and valued.
* We take ownership and are open when things don’t go to plan
* We learn constantly and share knowledge
* We respect different perspectives and champion inclusion
* We celebrate success and recognise contributions
Why Join Us?
You’ll be part of a team that genuinely cares about delivering high-quality advice and building long-term client relationships-while giving you the space to grow, contribute, and make an impact.
If this sounds like your kind of role, we’d love to hear from you.