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- Tasks: Lead the paraplanning process, ensuring compliance and technical accuracy in client advice.
- Company: Join Frazer James, an award-winning financial planning firm dedicated to personalised client service.
- 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 prioritises your growth.
- Qualifications: 3+ years experience in paraplanning with a Level 4 Diploma in Financial Planning required.
- Other info: This role is perfect 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?
- 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
- Lead the paraplanning process from start to finish — helping shape advice that’s technically sound, client-centred, and built to last.
- 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.
Paraplanner (England) employer: Frazer James
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 and financial planning software like Voyant or CashCalc. Having a solid understanding of these platforms can give you an edge during discussions.
✨Tip Number 2
Network with current or former paraplanners to gain insights into the role and the company culture at Frazer James. This can help you understand what they value in candidates and how to align your approach accordingly.
✨Tip Number 3
Prepare to discuss your experience in managing end-to-end case processes. Be ready to share specific examples that highlight your attention to detail and ability to ensure compliance, as these are crucial for the role.
✨Tip Number 4
Showcase your commitment to professional development by mentioning any relevant qualifications or ongoing education. Highlighting your Level 4 Diploma and any plans for further qualifications can demonstrate your dedication to the field.
We think you need these skills to ace Paraplanner (England)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in paraplanning, particularly your end-to-end case management skills. Use specific examples that demonstrate your technical expertise and client-focused approach.
Craft a Compelling Cover Letter: Write a cover letter that reflects your understanding of the role and the company’s values. Emphasise your ability to work autonomously in a remote setting and your commitment to delivering high-quality work.
Showcase Relevant Qualifications: Clearly list your qualifications, especially your Level 4 Diploma in Financial Planning. If you have additional certifications or relevant training, mention those as well to strengthen your application.
Highlight Soft Skills: In your application, emphasise your organisational skills, attention to detail, and ability to communicate complex topics simply. These soft skills are crucial for a successful paraplanner and should be evident in your writing.
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 your experience in managing end-to-end case processes and how you've ensured compliance and accuracy in your work.
✨Demonstrate Client-Centric Thinking
Highlight your ability to create client-focused recommendations. Share instances where you’ve simplified complex financial topics for clients, showcasing your communication skills and understanding of their needs.
✨Emphasise Your Organisational Skills
Given the structured nature of the role, illustrate how you manage your time and workload effectively, especially in a remote setting. Discuss tools or methods you use to stay organised and ensure all documentation is complete.
✨Align with Company Values
Familiarise yourself with the company's values and be ready to discuss how you embody these principles in your work. Whether it's accountability, striving for excellence, or teamwork, showing alignment can set you apart.
