This is an opportunity to join a highly regarded financial planning firm where paraplanning is a core part of delivering excellent client outcomes, not simply a back-office function. This role would suit a career paraplanner who values high standards, clear expectations, and being part of a team that appreciates how you work as much as what you know. Working Style Remote-first working environment Optional office attendance for those based near Central London Ideally, attendance in the office around one day per week where practical What You'll Be Doing Researching and developing recommendations across pensions, investments, protection, retirement planning and tax planning Producing clear, accurate suitability reports and client documentation Supporting advisers on complex cases and contributing to consistent advice standards Preparing review work, technical analysis and planning outputs Maintaining accurate client records and workflows using Intelligent Office Working closely with advisers and colleagues to ensure a seamless client experience What We're Looking For Strong paraplanning experience within a UK financial planning environment Diploma qualified (Level 4 or equivalent) Excellent report-writing skills and strong technical knowledge Minimum of four years' experience as a Senior or Technical Paraplanner Highly organised, proactive and collaborative approach Strong attention to detail and a commitment to delivering high-quality work Someone who values teamwork and contributes positively to the wider business Desirable Chartered Financial Planner status, or currently working towards it Experience dealing with complex financial planning cases Confidence in improving processes, templates and ways of working What's On Offer Remote-first working with genuine flexibility Optional office attendance Supportive and collaborative team environment A business that values quality, trust and professional standards Long-term career development opportunities If you're looking for a role where your technical expertise is valued and where you'll have the opportunity to make a genuine impact, we'd love to hear from you.
