TECHNICAL PARAPLANNER (HOME-BASED)
COMPETITIVE SALARY ON OFFER, FULLY REMOTE ROLE, SUPPORTIVE AND GROWING FIRM
We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.
This is an excellent opportunity to join a growing business where your technical expertise will be highly valued and you’ll have the autonomy to work from home while contributing to a collaborative team environment.
What you'll be doing:
* Write detailed suitability reports across pensions, investments, and protection
* Conduct in-depth research and analysis to support client recommendations
* Prepare accurate and compliant financial planning documentation
* Work closely with Advisers to deliver tailored financial planning solutions
* Ensure all work meets FCA regulations and internal compliance standards
What we're looking for:
* Proven paraplanning experience within an IFA or wealth management firm
* Strong technical knowledge across pensions, investments, and tax planning but also complex cases such IHT, EIS and VCTs
* Minimum Level 4 qualified and working towards Chartered
* Excellent attention to detail and organisational skills
* A self-starter with the ability to work independently in a fully remote environment
What's on offer:
* Competitive salary depending on experience
* Fully home-based role with flexible working
* Family feel, supportive and collaborative team culture
* Ongoing professional development working with excellent clients
This is a fantastic opportunity to join a firm that values their employees, culture, clients, technical excellence and offers genuine flexibility; allowing you to work within a progressive and professional environment.