About this role
We are seeking an experienced Paraplanner to join a growing financial planning business. This is a fully remote role supporting a team of Financial Planners, either within a dedicated office structure or a centralised paraplanning function. The successful candidate will play a key role in delivering high-quality technical support, research, suitability reports, and client recommendations, helping advisers provide an exceptional client experience. Key Responsibilitie sPrepare comprehensive suitability reports across pensions, investments, protection, and retirement planning .Conduct technical research and analysis to support financial planning recommendations .Review and analyse existing client arrangements .Liaise with Financial Planners, administrators, and providers to obtain information and progress cases .Ensure all recommendations meet regulatory and compliance standards .Support advisers with complex client cases and technical queries .Maintain accurate client records and documentation . About Y ouDiploma in Regulated Financial Planning (Level 4) preferre d.Previous paraplanning experience within an independent financial advice or wealth management environmen t.Strong technical knowledge of pensions, investments, tax planning, and protectio n.Experience producing suitability reports and conducting research independentl y.Excellent attention to detail and report-writing skill s.Comfortable working remotely within a collaborative team environmen t.Experience within a pooled paraplanning structure would be advantageou s.