Paraplanner (remote)

Paraplanner - Remote
Salary: £35,000-£45,000 DOE
Location: Fully Remote (UK)
Hours: Flexible Working Hours
Contract: Employed or Self-Employed Considered
An opportunity to work independently, with genuine flexibility.
Are you an experienced Paraplanner who enjoys the technical side of financial planning but would prefer more autonomy over how you manage your working day?
We're supporting an independent Financial Adviser who is looking for an experienced Paraplanner to support his established client bank of approximately 400 clients.
Currently running the business independently, he's looking to build a small, trusted support team that will allow him to focus more of his time on advising clients and developing the business.
This isn't an opportunity where you'll be closely managed or expected to sit at your desk between set hours simply for the sake of it.
Instead, you'll work directly with the business owner, taking responsibility for your work and enjoying the flexibility to manage your time around your commitments.
What you'll be doing
Your primary responsibilities will involve preparing suitability reports and client review letters, ensuring recommendations and documentation are accurate, compliant and completed to a high standard.
You'll work closely with the Adviser to understand client circumstances and recommendations, producing the technical documentation needed to support the advice process.
The role is predominantly focused on report writing, making it particularly suitable for someone who enjoys this aspect of paraplanning and is comfortable working independently.
What we're looking for

• Previous experience working as a Paraplanner within an IFA or Wealth Management environment.
• Strong experience preparing suitability reports and client review documentation.
• A good understanding of financial planning products, advice processes and compliance requirements.
• The ability to manage your own workload, prioritise tasks and work with minimal supervision.
• Excellent attention to detail and clear communication skills.
• Experience using Dynamic Planner would be advantageous, although it isn't essential.

Why consider this opportunity?
Genuine flexibility: Working hours can be arranged to suit your circumstances, provided deadlines and business requirements are met.
Fully remote: Work from home, without the expectation of regular office attendance.
Autonomy and trust: You'll be given responsibility for your work without unnecessary micromanagement.
Direct working relationship: Work closely with the business owner, rather than navigating multiple layers of management.
Flexible employment arrangements: Both employed and self-employed contractual structures can be considered.
This could be an excellent opportunity for an experienced Paraplanner who values independence, enjoys producing high-quality technical work and wants a working arrangement that fits around their life.