Senior Paraplanner

Job description

TECHNICAL PARAPLANNER (HOME-BASED)

COMPETITIVE SALARY ON OFFER, FULLY REMOTE ROLE, SUPPORTIVE AND GROWING FIRM

We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

This is an excellent opportunity to join a growing business where your technical expertise will be highly valued and you’ll have the autonomy to work from home while contributing to a collaborative team environment.

What you'll be doing:

• Write detailed suitability reports across pensions, investments, and protection
• Conduct in-depth research and analysis to support client recommendations
• Prepare accurate and compliant financial planning documentation
• Work closely with Advisers to deliver tailored financial planning solutions
• Ensure all work meets FCA regulations and internal compliance standards

What we're looking for:

• Proven paraplanning experience within an IFA or wealth management firm
• Strong technical knowledge across pensions, investments, and tax planning but also complex cases such IHT, EIS and VCTs
• Minimum Level 4 qualified and working towards Chartered
• Excellent attention to detail and organisational skills
• A self-starter with the ability to work independently in a fully remote environment

What's on offer:

• Competitive salary depending on experience
• Fully home-based role with flexible working
• Family feel, supportive and collaborative team culture
• Ongoing professional development working with excellent clients

This is a fantastic opportunity to join a firm that values their employees, culture, clients, technical excellence and offers genuine flexibility; allowing you to work within a progressive and professional environment.

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Full-time jobs

Published at

01-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English