Paraplanner – Remote
Location: Fully Remote (UK-based)
Salary: £50,000 - £60,000
Full-time, Permanent, Remote
Are you a technically strong Paraplanner who enjoys owning your work from start to finish?
My client is looking for a paraplanner who wants to take real ownership — someone who can manage the full process, from initial research and admin through to delivering high-quality advice support.
You’ll run your own cases end-to-end, giving you variety, autonomy, and the chance to develop towards Chartered status with full support along the way.
Fully remote, well-supported, and part of a collaborative team — this is a great opportunity to step into a broader, more involved role.
What you’ll do
You’ll take ownership of the full paraplanning and case process:
* Produce clear, compliant, and personalised suitability reports
* Carry out detailed technical research across pensions, investments, tax, and protection
* Manage cases from start to finish — including all associated admin
* Liaise with providers, clients, and advisers to keep cases progressing smoothly
* Maintain accurate records across platforms and CRM systems
* Support advisers in structuring effective financial planning strategies
* Contribute to improving processes and maintaining high standards across the team
What we’re looking for
* Diploma qualified (Level 4 minimum), working towards Chartered status
* Strong paraplanning experience within an IFA or financial planning firm
* Solid technical knowledge across pensions, investments, and tax planning
* Comfortable handling both paraplanning and admin responsibilities
* Highly organised, detail-focused, and able to manage your own workload
* A proactive, hands-on approach with a willingness to get stuck in
* Able to work remotely while staying connected to the wider team
Why this role stands out
* Fully remote working (UK-based)
* A genuinely supportive, team-focused culture
* Real ownership of your work — not just part of the process
* Ongoing development and support towards Chartered status
* Strong benefits package including holiday, pension, and IT provision
* A business where your contribution is recognised and valued
Additional Information
You’ll attend the HQ for your first week and occasionally thereafter for training, team meetings, and events (expenses covered).
Apply now
We’re working with Recruitment Rebellion Limited on this role. Applications are open for up to 30 days but may close early if we find the right person. If you require any adjustments, please let us know.