At a Glance
- Tasks: Support Financial Planners with complex cases and deliver high-quality paraplanning.
- Company: Join a progressive national financial planning firm focused on client outcomes.
- Benefits: Salary up to £50,000, remote work, bonuses, and 28-30 days holiday.
- Other info: Opportunity for career development and occasional travel fully expensed.
- Why this job: Make a real impact in financial planning while enjoying a supportive work environment.
- Qualifications: Experience as a Technical Paraplanner and Level 4 Diploma in Financial Planning.
The predicted salary is between 45000 - 50000 £ per year.
Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration.
As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value. You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role is delivery focused, working closely with experienced advisers who value strong paraplanning input and trust the quality of work provided. There may be occasional travel to regional offices you are supporting, however this would be infrequent and fully expensed. This Technical Paraplanner job offers long term stability, exposure to complex planning scenarios and the opportunity to work within a supportive, professional environment where quality is prioritised over speed.
Technical Paraplanner Requirements
- Essential: proven experience working as a Technical Paraplanner within financial planning
- Essential: strong technical knowledge with experience writing bespoke suitability reports for complex advice cases
- Essential: confident undertaking research and detailed financial calculations
- Essential: Level 4 Diploma in Financial Planning or equivalent
- Desirable: experience using modern paraplanning and cashflow systems
The Company
You will be joining a growing, national financial planning business with offices across the UK. The firm delivers holistic, true financial planning supported by modern technology and a strong focus on client outcomes and advice quality.
Technical Paraplanner Benefits
- Salary up to £50,000 depending on experience
- Plus excellent company benefits including, discretionary annual bonus, private medical insurance, standard pension, medicash health cash plan, group income protection and life assurance
- 28 days holiday rising to 30 days plus bank holidays
- Fully remote working
- Support towards career development
Location: Home based, UK wide, with flexibility for occasional expensed travel.
Technical Paraplanner in Westminster employer: Premier Jobs UK Limited
Join a progressive national financial planning firm that prioritises quality over quantity, offering a fully remote working environment for Technical Paraplanners. With a strong focus on employee growth, you will have access to excellent benefits including a competitive salary, discretionary bonuses, and comprehensive health plans, all while collaborating with experienced advisers on complex client cases. This supportive culture fosters professional development and ensures you can thrive in your role, making it an ideal place for those seeking meaningful and rewarding employment.
