Paraplanner at Frazer James Financial Advisors | Remote | Up to £66k+ Package

Chris_Hindle1 · February 18

Paraplanner | Remote | Up to £66k+ Package

Looking for a role where you can work autonomously, think independently, and use your technical expertise to deliver real impact from day one? This could be for you.

This position suits paraplanners who thrive in dynamic environments, take ownership of their work, and want their expertise to directly shape client outcomes. If you are technically strong, proactive, and motivated by meaningful responsibility, we would love to hear from you.

What’s In It For You?

We’ve designed this role to reward great work, support your well‑being, and give you the flexibility to thrive. This role has a total package value of £66,000+.

Competitive Salary: £45,000 - £52,500 (depending on experience)
Annual Bonus: Discretionary performance-based bonus, paid twice yearly, up to 10% of base salary (not guaranteed)
Wellbeing Allowance: 4% of salary (cash-equivalent)
Pension Scheme: Employer contribution matched up to 7% via salary sacrifice.
Joining Bonus: £3,000 post probation bonus (6 months)
Annual Leave: 24 days per year + bank holidays + your birthday off + additional days awarded for long service + option to purchase additional leave
Inflationary Pay: Linked to September CPI with potential enhancement
Sabbatical: One fully paid month off every 3 years.
Reduced Work Week: Finish at 3 pm on Fridays (35.5-hour week)
Flexible Working: Remote working and flexible hours to support work-life balance.
Work Anywhere: Work abroad for up to 90 days annually.
Professional Development: Opportunities for continuous professional growth and progression + paid exams or additional training.
Health Screening or Cash Plan: Paid annual health screening (2 half days to attend appointments)
Team Gatherings: Quarterly in-person team meetups (South West, England)
Early Christmas Pay: Receive December pay on the 1st Friday of the month
Charity Days: Up to 2 charity days with the team annually

About The Role

This role gives you the opportunity to specialise in new business paraplanning. A dedicated team manages ongoing client relationships, so you can concentrate on high-value technical and strategic work for new clients.
You will partner closely with the Managing Director and Financial Planner and play a central role in shaping advice rather than just documenting it. Your technical insight will directly influence recommendations, giving you professional credibility and ownership.

You will have full responsibility for the quality and integrity of your cases, with the autonomy to manage them end-to-end and the trust to deliver work to a high standard.

This is a long-term career paraplanning role designed for someone who wants to deepen their technical skill, expand their strategic capability, and grow within paraplanning as a profession rather than move into advice.

Why You’ll Love Working With Us

Frazer James is a values-driven, multi-award-winning independent financial planning firm based in Bristol. Since 2019, we’ve grown organically through word of mouth and strong client relationships, and now manage over £125 million on behalf of around 125 families.
We deliver highly personalised financial planning that helps clients plan with purpose, invest with clarity, and live with intention. Our team includes Certified Financial Planners, Chartered Paraplanners, and experienced support staff who genuinely care about the quality of their work and the impact it has.
You’ll be joining a business that does things properly, values your voice, and trusts you to do great work from wherever you are.
Join our team of 6 as we look to grow and build a third team, expanding the team throughout 2026.

What You’ll Be Doing

In this role, you will take full ownership of new business paraplanning, shaping advice that is technically sound, client-focused, and built to last. You will manage cases throughout the process and have the opportunity to work strategically from day one.

Plan Creation: Build detailed net worth statements, cash flow models, income and expenditure reports, and other planning comparisons that help shape meaningful client recommendations.
Strategic Planning: Identify opportunities for clients, perform calculations, and develop actionable, client-centric recommendations that reflect your technical insight and professional judgement.
Research and Due Diligence: Analyse products, investments, and providers to determine suitable solutions, ensuring recommendations are fully compliant, appropriate, and aligned with client goals.
Advice Reports: Write recommendation reports that are technically accurate, compliant, and client-appropriate, clearly reflecting the agreed strategy.
File Ownership: Take full responsibility for each file’s completeness and compliance, ensuring all documentation, evidence, and recommendations meet internal and regulatory standards.
Implementation Oversight: Coordinate with your administrator to deliver advice accurately and on time, ensuring every step of the plan is executed correctly.
Client Communication: Engage with clients primarily via email, secure messaging, instant chat, or phone. Attending client meetings is generally not required, allowing you to focus on technical and strategic work.

Essential Requirements

Location: Must be based in the United Kingdom and able to travel to Bristol occasionally for team days and meetings.
Experience: At least 4 years of recent paraplanning experience within a financial planning firm, with proven ownership of cases from start to finish. Experience in a smaller firm or startup style environment is strongly preferred, ideally within a firm focused on holistic financial planning.
Independence: Proven ability to work independently and deliver without close supervision.
Adaptability: Comfortable in fast-moving, evolving priorities. Proven ability to balance speed and accuracy in delivering technical work.
Qualifications: Level 4 Diploma in Financial Planning required.
Technical Competence: Strong ability in pensions, tax, investments, and complex planning calculations, including TPAA/carry forward calculations, bond calculations, and inheritance tax planning.
Technology Skills: Confident with Google Workspace, Voyant, CashCalc, Fundment, Timeline, Wealthbox (Mac users a plus).
Remote-Friendly: Previous experience working from home or in a remote role.
Mindset: Growth oriented, proactive, detail focused, and accountable for outcomes. Self-aware, enthusiastic, and collaborative, able to contribute positively to team culture as well as deliver independently.

Desirable Preferences

Qualifications: CFP preferred, though not essential.
Location: Ideally based near South West England for quarterly meetups.
Education: Strong academic background helpful but not essential.

Apply via LinkedIn Easy Apply.