Remote or Chelmsford Based
Remote (UK?based) or Chelmsford Office
Full?Time | Permanent
Level 4 Qualified | High?Level Technical Paraplanning Role
We are recruiting an experienced Paraplanner to support a growing adviser network with high?level technical research, suitability reports, and holistic financial planning. This role can be fully remote or office?based in Chelmsford, depending on your preference.
This is a fantastic opportunity for a skilled Paraplanner who enjoys complex casework, collaborating closely with advisers, and contributing to the development of both paraplanners and trainee paraplanners within the team.
The Opportunity
As a Senior Paraplanner, you will provide advanced technical support across pensions, investments, protection, IHT, and full financial planning. You'll complete detailed research, prepare suitability reports, check and sign off team work, and help ensure all client advice is fully compliant.
This position sits within a structured paraplanning function, with clear processes, strong leadership support, and ongoing development pathways.
Key Responsibilities
Detailed assessment of incoming cases to identify required technical information
Prepare recommendation reports, suitability letters and supporting research
Create and maintain complete audit trails to justify product and fund recommendations
Carry out fund and product research using tools such as Selectapension, Synaptics, Assureweb, Morningstar, FE Analytics
Conduct high?level cashflow modelling and forecasting
Provide creative, robust financial planning strategies across holistic advice
Check and sign off work produced by other paraplanners
Support and mentor trainee paraplanners to develop technical capability
Liaise with advisers, providers, and internal stakeholders on technical matters
Prepare ongoing service reports and ensure all files demonstrate suitability
Ensure all work adheres to FCA requirements and internal compliance policies
Experience & Qualifications Required
Level 4 Diploma qualified (minimum) – essential
Significant paraplanning experience in an IFA, network or wealth management environment
Strong technical understanding across pensions, investments, protection & tax planning
Familiarity with industry research tools (Selectapension, FE Analytics, Synaptics etc.)
Experience using back?office systems such as Intelligent Office
Excellent written communication and report?writing skills
Strong organisation, analytical ability and attention to detail
Ability to manage your own workload and support junior members of the team
Clear understanding of the financial planning process and regulatory expectations
Ideal Candidate Profile
You Will Thrive In This Role If You Are
Confident communicating with advisers, clients, and providers
Capable of taking initiative while also collaborating within a wider team
Calm under pressure with strong problem?solving skills
Passionate about maintaining high technical standards
Keen to continue your own professional development
Adaptable, proactive, and committed to delivering excellent client outcomes
Working Arrangement
You Can Choose To Work
Fully Remote (UK?based), or
From the Chelmsford office
Hybrid flexibility is available depending on your preference and proximity.
Why Apply?
Senior, technically varied paraplanning role
Work with a wide range of advisers and complex cases
Clear opportunities for progression and leadership development
Supportive internal structure and established processes
Flexible working model to suit your lifestyle
How to Apply
If you're a Level 4 qualified Paraplanner looking for a flexible, technically challenging role with a supportive team environment, we'd love to hear from you.
Click Apply Now or send your CV for immediate consideration.