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 East office 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.