About the role
Join an established financial planning practice in a remote paraplanning role supporting seven experienced advisers across a broad range of technical client work.
Responsibilities
Support advisers with research, technical analysis, cash‑flow modelling and suitability report writing across pensions, investments, protection and tax planning cases. Work with private individuals and businesses on a variety of cases.
Qualifications
* Level 4 qualification
* Previous paraplanning experience in an SJP environment (MUST HAVE)
* Ability to attend the office 1 day per month
* Strong technical capability
* Excellent attention to detail
Benefits
Starting salary up to £45,000 and the following:
* Discretionary bonus
* 28 days holiday
* Pension
* Full exam support
* Ongoing technical development
* Long‑term progression opportunities within the wider group
Remote work
Work remotely with the option to attend the office one day per month.
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