Job Description
We are urgently seeking experienced Senior Paraplanners for an initial 5-month fixed-term contract, available for immediate start. This is a fully remote position with a competitive salary range of £50,000-£60,000, depending on experience.
Key Responsibilities:
* Produce high-quality, compliant suitability reports and client documentation
* Collaborate with Financial Planners on complex cases, providing technical support and recommendations
* Perform in-depth research and cashflow modelling to support tailored financial planning strategies
* Ensure documentation and records meet FCA and company compliance standards
* Support and mentor less experienced paraplanning staff; act as a subject matter expert
* Attend client meetings when required, contributing to an exceptional client experience
What We’re Looking For:
* Ideally 5+ years of paraplanning experience
* Diploma in Financial Planning (minimum); working towards Chartered status is advantageous
* Strong technical knowledge of financial products, platforms, and FCA regulations
* High attention to detail and strong communication skills
* Proven ability to manage multiple priorities in a fast-paced, remote environment
Why Apply?
* Immediate start with no onboarding delay
* Fully remote - work from anywhere in the UK
* Opportunity to make a meaningful impact within a high-performing team
* Excellent exposure to high-net-worth client planning scenarios
If you're a capable Senior Paraplanner ready to hit the ground running, we’d love to hear from you.