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 delivering quality work to deadline.
You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow modelling. The Technical Paraplanner role requires both technical competence and the ability to work at pace, supporting experienced advisers who value strong paraplanning input delivered efficiently.
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 both quality and performance are valued.
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: ability to work effectively to KPIs and deadlines
- 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 IFA firm with regional offices across the UK including presence in Scotland. The firm delivers holistic 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
- 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 preference for Scotland-based candidates. Occasional expensed travel to regional offices.
Apply now to be considered for this Technical Paraplanner job.
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Salary description
£50000.00 - £50000.00 per year