Paraplanner

Paraplanner – Fully Remote | Up to £66k+ Package

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?

We know that great Paraplanners deserve great packages. This role has a 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".