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- Tasks: Lead the paraplanning process, ensuring compliance and technical accuracy in client advice.
- Company: Join Frazer James, a multi-award-winning financial planning firm with a strong client focus.
- Benefits: Enjoy a £66k+ package, remote work, 32 days holiday, and funded qualifications.
- Why this job: Make a real impact in a supportive, values-driven team that values your voice.
- Qualifications: 3+ years experience in paraplanning and Level 4 Diploma in Financial Planning required.
- Other info: This role is ideal for those seeking a long-term career in paraplanning.
The predicted salary is between 37500 - 52500 £ per year.
Looking for a flexible, fully remote role where you can work autonomously and make a real impact? Whether you’re a working parent, relocating professional, or simply done with the office, this could be for you.
If you’re technically excellent, client-focused, and thrive in a collaborative, growth-minded team, we’d love to hear from you.
What’s In It For You?
- Total package value of £66,000+
- Salary: £37,500 to £52,500, depending on experience
- Joining Bonus: £1,500 upfront or £3,000 post-probation (you choose)
- Annual Bonus: Up to 10%
- Wellbeing: 4% of salary
- Holiday: 32 days + birthday + long service
- Pension: 7% matched via salary sacrifice
- Development: Funded qualifications + memberships
- Workstyle: Fully remote, with real autonomy
- Social: Quarterly in-person meetups (South West, England)
We’ve built this role to reward great work, support your well-being, and give you the flexibility to thrive.
About The Role
This isn’t a passive or admin-heavy role. You’ll work closely with the MD and lead the planning process from end to end — from shaping strategy to delivering advice that holds up under scrutiny. Around 70% of your work will be new cases, with 30% focused on long-standing client relationships.
You’ll be responsible for ensuring the entire advice file is complete, compliant, and suitable — nothing missing, nothing unsuitable, and nothing left to chance. You’ll own the technical accuracy and integrity of every case.
The Ideal Candidate
You’re experienced (3+ years), qualified (Level 4), and thrive in a structured, process-led environment. You value the freedom to work remotely and autonomously — and you take real pride in the quality of your work.
Why You’ll Love Working With Us
Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships — and now manage over £90 million on behalf of around 110 families.
We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
What You’ll Be Doing
You’ll lead the paraplanning process from start to finish — helping shape advice that’s technically sound, client-centred, and built to last. Supported by a full-time administrator, you’ll be the key planning partner for new and complex clients.
- Plan Creation – Build detailed net worth, income/expenditure reports, and cash flow models.
- Strategic Planning – Identify planning opportunities, perform calculations, and develop client-centric recommendations.
- Research & Due Diligence – Analyse products, investments, and providers to determine suitable solutions.
- Advice Reports – Write compliant, technically accurate, and client-appropriate recommendation reports that reflect the agreed strategy.
- File Ownership – Take full responsibility for the completeness and compliance of each file — ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
- Implementation Oversight – Coordinate with the admin team to deliver advice accurately and on time.
- Annual Reviews – Prepare updated plans, agendas, and meeting notes for complex existing clients.
- Client Contact – Communicate via email, secure messaging, instant chat, and phone. Attending client meetings is generally not required.
Note: This isn’t a stepping-stone into advice. We’re looking for someone who sees paraplanning as a long-term professional career with room for growth and development.
Requirements - Essentials
- Location: Must be based in the United Kingdom.
- Experience: 3–10+ years in a paraplanning role within a financial planning firm (not a DFM, private bank, or product provider). End-to-end case management experience is essential.
- Qualifications: Level 4 Diploma in Financial Planning is essential.
- Remote Working: Prior experience managing your time and workload in a remote role.
- Skills: Highly organised, methodical, analytical; Strong written and verbal communication; Able to simplify technical topics for client understanding; Takes initiative and ownership of outcomes; Attention to detail under pressure; Able to prioritise independently.
Value Alignment:
- Say It Straight: Be direct, honest, and respectful.
- Raise the Bar: Strive for excellence, not perfection.
- Keep Our Word: Be accountable and follow through.
- Time is Precious: Be prepared. Be punctual. Be productive.
- In It Together: Support, celebrate, and have fun as a team.
- Think Long-Term: Make decisions that last.
Preferences - Desirable
- Qualifications: Level 6 is preferred but not essential.
- Systems Experience: Familiarity with Google Workspace, Fundment, Timeline, Voyant, CashCalc, and Wealthbox.
- Location: Ideally based near the South West for occasional meet-ups (every 3–6 months).
- Education: A strong academic background is preferred but not essential.
How To Apply
Please submit an application through LinkedIn using Easy Apply.
Contact Detail:
Frazer James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (England)
✨Tip Number 1
Familiarise yourself with the specific tools and systems mentioned in the job description, such as Google Workspace, Fundment, and Voyant. Having a solid understanding of these platforms can give you an edge during discussions and demonstrate your readiness for the role.
✨Tip Number 2
Network with current or former paraplanners in similar roles to gain insights into their experiences and the challenges they face. This can help you articulate your understanding of the role and show that you're proactive about learning from others in the field.
✨Tip Number 3
Prepare to discuss your experience with end-to-end case management in detail. Be ready to share specific examples of how you've ensured compliance and accuracy in your previous roles, as this is a key responsibility for the position.
✨Tip Number 4
Highlight your ability to work autonomously and manage your time effectively in a remote setting. Consider sharing strategies you've used in the past to stay organised and productive while working from home, as this aligns with the company's values and expectations.
We think you need these skills to ace Paraplanner (England)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in paraplanning and showcases your qualifications, particularly the Level 4 Diploma in Financial Planning. Use keywords from the job description to align your skills with what the company is looking for.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company. Emphasise your experience in end-to-end case management and your ability to work autonomously in a remote setting. Show enthusiasm for the opportunity to contribute to their values-driven team.
Showcase Your Technical Skills: In your application, highlight your technical expertise and familiarity with tools like Google Workspace, Fundment, and CashCalc. Provide examples of how you've used these tools to enhance your paraplanning processes or improve client outcomes.
Demonstrate Attention to Detail: Since the role requires ensuring compliance and completeness of advice files, include specific examples in your application that demonstrate your attention to detail and ability to manage complex information accurately under pressure.
How to prepare for a job interview at Frazer James
✨Showcase Your Technical Expertise
As a Paraplanner, your technical skills are crucial. Be prepared to discuss specific examples of how you've managed complex cases and ensured compliance in your previous roles. Highlight your Level 4 qualification and any relevant experience that demonstrates your ability to handle the responsibilities outlined in the job description.
✨Demonstrate Client-Centric Thinking
This role emphasises a client-focused approach. Prepare to share instances where you’ve successfully tailored financial advice to meet client needs. Discuss how you build and maintain long-term relationships with clients, as this will show your alignment with the company's values.
✨Emphasise Your Organisational Skills
Given the structured nature of the role, it’s important to convey your organisational abilities. Talk about your methods for managing multiple cases simultaneously, ensuring all documentation is complete and compliant. This will reassure the interviewers of your capability to thrive in a remote working environment.
✨Align with Company Values
Familiarise yourself with the company’s core values and be ready to discuss how you embody them. For instance, demonstrate how you 'Say It Straight' or 'Raise the Bar' in your work. This will help you connect with the interviewers and show that you’re a good cultural fit for their team.
