Paraplanner

Ellis James Partners Ltd; Wrexham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading outsourced Paraplanning team is seeking a Remote Paraplanner with experience in the SJP environment. This full-time role offers flexibility and a supportive structure, ideal for those who thrive in a remote setting. The position includes comprehensive benefits and a defined career development path.

Benefits

30 days holiday

NHS Top-Up Cash Plan

Gym membership

Free exam support and funding

Defined career development path

Flexible and hybrid working options

Regular team socials

Qualifications

• Experience in a Paraplanning role.
• Strong report-writing skills.

Responsibilities

• Prepare suitability reports across SJP products.
• Manage your own case pipeline and meet deadlines.

Skills

Attention to Detail

Communication

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Remote Paraplanner SJP

Salary: £30,000 - £40,000

Hours: Full-time, Monday to Friday, 9am - 5pm

Location: Remote (UK-based)

We are supporting a leading outsourced Paraplanning team that partners with SJP Practices across the UK.

They are expanding and looking for a Paraplanner with experience in the SJP environment to join their team.

This role is ideal for someone who thrives in a structured, well-supported environment but also values the flexibility of remote working.

What’s on offer:

• 30 days holiday (including bank holidays and Christmas shutdown)
• NHS Top-Up Cash Plan (improves with length of service)
• Gym membership
• Free exam support and funding
• Defined career development path
• Flexible and hybrid working options
• Regular team socials

Key responsibilities:

• Prepare suitability reports across a wide range of SJP products
• Liaise with Partners, Practices, and third-party providers
• Conduct research and calculations to support recommendations
• Manage your own case pipeline and meet internal deadlines
• Maintain accurate client records
• Stay up to date with technical knowledge and industry changes

What we’re looking for:

• Previous experience in a Paraplanning role
• Level 4 Diploma in Regulated Financial Planning (or close to completion)
• Strong attention to detail and report-writing skills
• Confident communicator, both written and verbal
• Comfortable working independently and remotely
• Familiarity with the SJP model and expectations

Interested?

If this sounds like your next step, I’d love to hear from you. Send a message or apply directly to find out more.