Technical Paraplanner - Up to £47k - Fully Remote & Flexi Working Hours
Hi All,
About Us
Founded in 2022 by Chartered Paraplanner Sasha Wakefield, we are a small but mighty team of four technical paraplanners, supported by our Operations & Client Service Manager. We’ve grown steadily by keeping our focus clear: carrying out excellent work, building relationships and supporting planners with care and precision. We take pride in delivering paraplanning that’s grounded in technical expertise, shaped through collaboration and built on trust.
We don’t aim to be big. We aim to be brilliant.
Our team is intentionally small, supportive and close-knit - a place where everyone’s ideas matter and great work is genuinely valued. Creativity and collaboration sit at the heart of how we operate. We share ideas, challenge thinking and work together to produce outcomes we’re proud of.
Role Description
You’re a paraplanner who blends technical expertise with creativity - someone who enjoys digging into the detail but also cares about the story behind the advice. You’re collaborative, curious and comfortable contributing ideas, asking questions and challenging where it adds value. You thrive on variety, enjoy problem-solving and want to be part of a supportive team.
As a Technical Paraplanner you will assist financial planners by preparing detailed and accurate reports, conducting financial analysis, and providing support for investment and financial planning strategies. Responsibilities include gathering and analyzing financial data, preparing comprehensive reports, ensuring compliance with regulatory requirements, and working closely with planners to deliver tailored solutions for clients. Attention to detail, precision, and effective communication are essential for success in this role.
The Basics
Enjoy a fully remote role
Flexible working patterns that fit your lifestyle
Salary up to £47,000 (FTE)
Overtime opportunities during busy periods
25 days annual leave + bank holidays
CPD events and full qualification support
Work with Directly Authorised and AR Network firms
Essential Criteria
At least 5 years’ paraplanning experience
Strong IT skills, including Microsoft Office
Excellent written and verbal communication, with strong attention to detail
Diploma qualified, with a genuine ambition to progress towards Chartered (CII) or Certified (CISI)
Experience using various research tools such as Dynamic Planner, FE Analytics and cashflow tools
Confident researching and producing suitability reports across varied areas, including retirement planning, VCT/EIS and IHT planning
Able to work independently, think creatively and organise workloads effectively
Trustworthy, proactive and comfortable contributing ideas
Nice to have
Chartered or Certified status
Experience with multiple planners or outsourced work
Process/template creation skills
Compliance/file review experience
Ready to apply? Email your CV to me at sasha@theparaplanproject.co.uk.
We can’t wait to hear from you!