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For Companies At a Glance
- Tasks: Join us as a Paraplanner, crafting bespoke suitability reports and supporting financial advisers.
- Company: facilit8 empowers financial advisers with tailored paraplanning and support services for modern practices.
- Benefits: Enjoy a fully remote role, flexible hours, and a supportive team culture.
- Why this job: Be part of a trusted team, tackling diverse challenges while making a real impact in financial advice.
- Qualifications: Minimum 2 years' experience in UK financial services and Level 4 Diploma (or working towards it).
- Other info: Ideal for detail-oriented individuals who thrive on autonomy and quality work.
The predicted salary is between 36000 - 60000 £ per year.
About facilit8 Business Support
facilit8 exists to empower financial advisers to reclaim their time, scale efficiently, and deliver exceptional outcomes to their clients. Founded by financial advisers and supported by a highly experienced team, we provide integrated paraplanning, technical administration, and IFA support services tailored to the needs of modern advice practices. Our team works with both directly authorised firms and large networks such as St. James’s Place. With a deep understanding of compliance, client expectations, and adviser workflows, we ensure every task is completed to the highest standard.
About the Role
We’re looking for a skilled and detail-oriented Paraplanner to join our growing remote team. This is a fantastic opportunity for someone who thrives on producing high-quality suitability reports, enjoys technical work, and values flexibility and autonomy. As a facilit8 Paraplanner, you’ll be the engine room behind quality advice delivery — helping our partner firms provide compliant, tailored, and client-focused financial recommendations.
Responsibilities
- Writing bespoke and compliant suitability reports across a range of financial planning areas
- Reviewing fact finds, risk profiles, and product research to ensure accurate recommendations
- Collaborating with advisers to clarify advice strategies and gather relevant documentation
- Conducting cashflow modelling, tax calculations, and scenario analysis
- Supporting with ongoing compliance and regulatory requirements
- Working within agreed service level timeframes and managing multiple adviser relationships
About You
- Minimum 2 years of paraplanning experience in a regulated UK financial services environment
- Level 4 Diploma qualified (or working towards it) – ideally with additional technical knowledge in pensions, investments, and IHT planning
- Strong written communication and attention to detail
- Comfortable working remotely and managing your own workload
- Familiarity with financial planning tools such as Voyant, Dynamic Planner, IO, and Selectapension is advantageous
- Ability to interpret adviser notes and present complex advice clearly and compliantly
What We Offer
- A fully remote role with flexible working hours
- A close-knit and supportive team culture that values quality and communication
- The opportunity to work with a wide range of advisers and technical challenges
- Ongoing support and development with room for progression in a growing business
- Be part of a team that’s trusted, respected, and driven by integrity
Contact Detail:
facilit8 Business Support Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, such as Voyant and Dynamic Planner. Having hands-on experience or even a basic understanding of these tools can set you apart during discussions with our team.
✨Tip Number 2
Showcase your ability to produce high-quality suitability reports by preparing examples of your previous work. Be ready to discuss your approach to writing these reports and how you ensure compliance and clarity in your recommendations.
✨Tip Number 3
Highlight your experience in managing multiple adviser relationships effectively. Be prepared to share specific examples of how you've successfully collaborated with advisers to clarify advice strategies and gather necessary documentation.
✨Tip Number 4
Demonstrate your understanding of compliance and regulatory requirements in the financial services sector. Being able to articulate how you stay updated on these regulations will show us that you're proactive and detail-oriented, which is crucial for this role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your paraplanning experience, especially in a regulated UK financial services environment. Emphasise your Level 4 Diploma and any additional technical knowledge relevant to the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong written communication skills. Explain why you are passionate about paraplanning and how your experience aligns with facilit8's mission to empower financial advisers.
Showcase Relevant Skills: In your application, mention your familiarity with financial planning tools like Voyant and Dynamic Planner. Highlight your attention to detail and ability to produce high-quality suitability reports.
Demonstrate Your Understanding: Research facilit8 and understand their services. In your application, refer to their focus on compliance and client outcomes, and explain how you can contribute to their goals as a Paraplanner.
How to prepare for a job interview at facilit8 Business Support
✨Showcase Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning tools and concepts. Be prepared to discuss your experience with tools like Voyant or Dynamic Planner, and how you've applied your technical knowledge in previous roles.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle complex financial scenarios. Think of examples from your past experience where you successfully navigated challenges, such as compliance issues or client-specific requirements.
✨Emphasise Attention to Detail
Given the importance of accuracy in producing suitability reports, highlight your attention to detail. You might want to share specific instances where your meticulousness led to positive outcomes, ensuring compliance and client satisfaction.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Be ready to explain how you've collaborated with advisers and clients in the past. Use clear examples to illustrate how you can present complex advice in an understandable manner.
