Job Title: Chartered / Part-Chartered Paraplanner
Location: Remote or Hybrid (Will need to travel to North East office for quarterly meetings)
Salary: Up to £55,000 (DOE)
Job Type: Full-time, Permanent
About The Role
A national Independent Financial Advisory firm with offices across the UK is seeking a technically strong and self-sufficient Paraplanner to join their growing team. This is a remote-first role, with the successful candidate assigned to a North Eastoffice for quarterly in-person meetings.
Key Responsibilities
Produce high-quality, compliant suitability reports across pensions, investments, and protection
Conduct technical research and analysis to support Financial Advisers
Collaborate with advisers and administrators to ensure smooth client journeys
Maintain accurate records using Intelligent Office (IO)
Contribute to the delivery of advice for HNW clients across the firm
About You:
Chartered or Part-Chartered
Proven experience in a paraplanning role within an IFA environment
Highly technical, detail-oriented, and confident working independently
Comfortable with remote working and occasional travel for team meetings
Friendly, adaptable, and eager to contribute to a collaborative team
What's on Offer:
Salary up to £55,000 (negotiable based on experience and qualifications)
Fully remote working with quarterly office visits
Supportive team culture and structured development opportunities
Standard benefits package including pension, holiday allowance, and CPD support
If you're a skilled paraplanner looking for flexibility, autonomy, and the chance to work with a respected national firm, we'd love to hear from you.