Diploma Qualified Paraplanner – Wealth Management, Up to £50,000 + Bonus, Remote
Location: REMOTE
Job Ref: SN/24015
Salary: Up to £50,000 + Bonus
Work From Home option:
Location: Amersham, Buckinghamshire (Remote Working with Occasional Office Attendance)
Salary: Up to £50,000 + Bonus & Excellent Benefits (Private medical, Wellness Days, & social events)
Hours: Full-Time
A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, Diploma-qualified Paraplanner to join its technical team.
This is a predominantly remote role, with occasional attendance at the firm’s Buckinghamshire office for team meetings, collaboration sessions and client-related activities.
What’s on Offer?
- Fully remote working
- Salary up to £50,000 depending on experience
- Supportive and collaborative team culture
- Opportunity to work closely with Financial Planners and clients
- Ongoing professional development and career progression
- Involvement in strategic business initiatives, including participation in the Investment Committee
- Opportunity to make a meaningful contribution to a growing and client-centric business
The Role
As a Paraplanner, you will provide technical expertise and comprehensive support to Financial Planners throughout the advice process.
Key responsibilities include:
- Attending client meetings alongside Financial Planners to provide technical support
- Assisting in the preparation and delivery of client meetings
- Gathering and analysing client financial information
- Producing cashflow planning models and financial analysis
- Conducting technical research across financial planning solutions and products
- Preparing suitability reports and financial planning recommendations
- Providing comprehensive technical support to Financial Planners
- Liaising with providers and other third parties
- Managing client requirements through to successful completion
- Monitoring and overseeing annual client review processes
- Assisting with client presentations and other planning activities
- Managing personal workflow and ensuring timely delivery of tasks
- Supporting annual technical reviews of services and products
- Contributing as a member of the firm’s internal Investment Committee
- Ensuring all work adheres to regulatory and compliance requirements
About You
- Minimum 3 years’ experience within an IFA, Financial Planning or Wealth Management environment
- Diploma qualified (DipPFS or equivalent) as a minimum
- Strong technical financial planning knowledge
- Experience preparing suitability reports and conducting research
- Familiarity with cashflow modelling software
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
- Ability to build effective relationships with clients, advisers and providers
- Highly organised with excellent attention to detail
- Self-motivated and comfortable working remotely
This is an outstanding opportunity for an experienced Paraplanner looking to join a forward-thinking financial planning firm where technical excellence, client service and professional development are genuinely valued.