Paraplanner

🌟 About facilit8 Business Support

facilit8 exists to empower financial advisers to reclaim their time, scale efficiently, and deliver exceptional outcomes to their clients. Founded by financial advisers and supported by a highly experienced team, we provide integrated paraplanning, technical administration, and IFA support services tailored to the needs of modern advice practices.

Our team works with both directly authorised firms and large networks such as St. James’s Place. With a deep understanding of compliance, client expectations, and adviser workflows, we ensure every task is completed to the highest standard.


💼 About the Role

We’re looking for a skilled and detail-oriented Paraplanner to join our growing remote team. This is a fantastic opportunity for someone who thrives on producing high-quality suitability reports, enjoys technical work, and values flexibility and autonomy.

As a facilit8 Paraplanner, you’ll be the engine room behind quality advice delivery — helping our partner firms provide compliant, tailored, and client-focused financial recommendations.


🔍 Responsibilities

You will support advisers and technical admins in areas such as:

* Writing bespoke and compliant suitability reports across a range of financial planning areas
* Reviewing fact finds, risk profiles, and product research to ensure accurate recommendations
* Collaborating with advisers to clarify advice strategies and gather relevant documentation
* Conducting cashflow modelling, tax calculations, and scenario analysis
* Supporting with ongoing compliance and regulatory requirements
* Working within agreed service level timeframes and managing multiple adviser relationships


🧠 About You
* Minimum 2 years of paraplanning experience in a regulated UK financial services environment
* Level 4 Diploma qualified (or working towards it) – ideally with additional technical knowledge in pensions, investments, and IHT planning
* Strong written communication and attention to detail
* Comfortable working remotely and managing your own workload
* Familiarity with financial planning tools such as Voyant, Dynamic Planner, IO, and Selectapension is advantageous
* Ability to interpret adviser notes and present complex advice clearly and compliantly


🌈 What We Offer
* A fully remote role with flexible working hours
* A close-knit and supportive team culture that values quality and communication
* The opportunity to work with a wide range of advisers and technical challenges
* Ongoing support and development with room for progression in a growing business
* Be part of a team that’s trusted, respected, and driven by integrity