At a Glance
- 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.
- Other info: This role is ideal for those seeking a long-term career in paraplanning.
- 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.
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.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner (England) in London
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Frazer James. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Frazer James.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Frazer James. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Paraplanner (England) in London
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Frazer James and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Frazer James how you can be a team player!
How to prepare for a job interview at Frazer James
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Frazer James.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Frazer James's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
