Paraplanner

Remote or Chelmsford Based

Remote (UK?based) or Chelmsford Office
Full?Time | Permanent
Level 4 Qualified | High?Level Technical Paraplanning Role

We are recruiting an experienced Paraplanner to support a growing adviser network with high?level technical research, suitability reports, and holistic financial planning. This role can be fully remote or office?based in Chelmsford, depending on your preference.

This is a fantastic opportunity for a skilled Paraplanner who enjoys complex casework, collaborating closely with advisers, and contributing to the development of both paraplanners and trainee paraplanners within the team.
 

The Opportunity

As a Senior Paraplanner, you will provide advanced technical support across pensions, investments, protection, IHT, and full financial planning. You’ll complete detailed research, prepare suitability reports, check and sign off team work, and help ensure all client advice is fully compliant.

This position sits within a structured paraplanning function, with clear processes, strong leadership support, and ongoing development pathways.
 

Key Responsibilities

• Detailed assessment of incoming cases to identify required technical information
• Prepare recommendation reports, suitability letters and supporting research
• Create and maintain complete audit trails to justify product and fund recommendations
• Carry out fund and product research using tools such as Selectapension, Synaptics, Assureweb, Morningstar, FE Analytics
• Conduct high?level cashflow modelling and forecasting
• Provide creative, robust financial planning strategies across holistic advice
• Check and sign off work produced by other paraplanners
• Support and mentor trainee paraplanners to develop technical capability
• Liaise with advisers, providers, and internal stakeholders on technical matters
• Prepare ongoing service reports and ensure all files demonstrate suitability
• Ensure all work adheres to FCA requirements and internal compliance policies

Experience & Qualifications Required

• Level 4 Diploma qualified (minimum) – essential
• Significant paraplanning experience in an IFA, network or wealth management environment
• Strong technical understanding across pensions, investments, protection & tax planning
• Familiarity with industry research tools (Selectapension, FE Analytics, Synaptics etc.)
• Experience using back?office systems such as Intelligent Office
• Excellent written communication and report?writing skills
• Strong organisation, analytical ability and attention to detail
• Ability to manage your own workload and support junior members of the team
• Clear understanding of the financial planning process and regulatory expectations

Ideal Candidate Profile

You will thrive in this role if you are:

• Confident communicating with advisers, clients, and providers
• Capable of taking initiative while also collaborating within a wider team
• Calm under pressure with strong problem?solving skills
• Passionate about maintaining high technical standards
• Keen to continue your own professional development
• Adaptable, proactive, and committed to delivering excellent client outcomes

Working Arrangement

You can choose to work:

• Fully Remote (UK?based), or
• From the Chelmsford office

Hybrid flexibility is available depending on your preference and proximity.

Why Apply?

• Senior, technically varied paraplanning role
• Work with a wide range of advisers and complex cases
• Clear opportunities for progression and leadership development
• Supportive internal structure and established processes
• Flexible working model to suit your lifestyle

How to Apply

If you’re a Level 4 qualified Paraplanner looking for a flexible, technically challenging role with a supportive team environment, we’d love to hear from you.

Click Apply Now or send your CV for immediate consideration.