Chartered Paraplanner (Remote)

Job Title: Chartered / Part-Chartered Paraplanner
Location: Remote or Hybrid (Will need to travel to North East office for quarterly meetings)
Salary: Up to £55,000 (DOE)
Job Type: Full-time, Permanent
 

About the Role:

A national Independent Financial Advisory firm with offices across the UK is seeking a technically strong and self-sufficient Paraplanner to join their growing team. This is a remote-first role, with the successful candidate assigned to a North East office for quarterly in-person meetings.
 

Key Responsibilities:

• Produce high-quality, compliant suitability reports across pensions, investments, and protection
• Conduct technical research and analysis to support Financial Advisers
• Collaborate with advisers and administrators to ensure smooth client journeys
• Maintain accurate records using Intelligent Office (IO)
• Contribute to the delivery of advice for HNW clients across the firm

About You:

• Chartered or Part-Chartered 
• Proven experience in a paraplanning role within an IFA environment
• Highly technical, detail-oriented, and confident working independently
• Comfortable with remote working and occasional travel for team meetings
• Friendly, adaptable, and eager to contribute to a collaborative team

What’s on Offer:

• Salary up to £55,000 (negotiable based on experience and qualifications)
• Fully remote working with quarterly office visits
• Supportive team culture and structured development opportunities
• Standard benefits package including pension, holiday allowance, and CPD support

If you’re a skilled paraplanner looking for flexibility, autonomy, and the chance to work with a respected national firm, we’d love to hear from you.