Remote Paraplanner

We are seeking a detail-oriented and technically skilled Paraplanner to join a successful and client-focused financial planning firm. This is an excellent opportunity for a Diploma-qualified (or working towards) individual who enjoys building technical reports, supporting financial advisers, and helping clients achieve their long-term goals.Working closely with advisers, administrators, and investment specialists, you''ll play a key role in the financial planning process - from research and analysis to report writing and compliance.Key ResponsibilitiesProvide high-quality technical research and analysis across a range of financial planning areas including pensions, investments, protection, tax planning, IHT, and retirement strategiesPrepare and produce suitability reports and supporting documentation for financial advisersAssist in the creation and review of financial plans, cashflow models, and risk assessmentsLiaise with advisers to understand client objectives and recommend appropriate solutionsEnsure reports and advice meet compliance and regulatory standardsKeep up to date with legislative and product changes affecting financial planningMaintain accurate client records using CRM and back-office systems (e.g., Intelligent Office, Xplan, or similar)Support advisers in client meetings as needed (optional depending on role)Skills and Experience RequiredLevel 4 Diploma in Regulated Financial Planning (DipPFS or equivalent) - essentialPrevious experience in a Paraplanning ..... full job details .....