Paraplanner

Fram Search; United Kingdom; On-site; GBP 30,000 - 50,000; Full time

Job summary

A financial planning firm is seeking an experienced Paraplanner to provide high-quality advice and support compliance standards. The role is primarily remote, requiring some office presence initially for training. Key responsibilities include preparing suitability reports and collaborating on client documentation. Ideal candidates will hold a Level 4 Diploma in Financial Planning and possess strong technical skills, with experience in Intelliflo Office being an advantage. This opportunity offers a great environment for detail-oriented individuals.

Qualifications

• Competent Paraplanner with necessary qualifications.
• Experience in preparing suitability reports and client forms.
• Familiarity with financial planning tools is a plus.

Responsibilities

• Manage preparation of suitability reports for lead adviser.
• Produce supporting documentation and prepare client forms.
• Ensure records meet regulatory expectations and identify outstanding information.

Skills

Technical competency in financial planning

Strong communication skills

Detail-oriented

Ability to work with limited supervision

Education

Level 4 Diploma in Financial Planning or equivalent

Tools

Intelliflo Office

Microsoft Office applications

Job description

Fram is working with a financial planning firm that is looking to engage with an experienced Paraplanner to support the delivery of high-quality advice and ensure strong technical and compliance standards. The role is remote, with two to three days in the office during the initial set-up period to build familiarity with processes and workflows.

The position involves managing the full preparation of suitability reports, including both initial and annual review reports, for approval by the lead adviser. Responsibilities include producing supporting documentation, preparing client forms in collaboration with administration, and ensuring all records meet regulatory expectations. The role also includes identifying outstanding information, progressing actions with colleagues and providers, and drafting reports once all case requirements are in place.

This may appeal to a technically competent Paraplanner who holds the Level 4 Diploma in Financial Planning or equivalent and is confident acting as a reference point for technical queries. The role suits someone who works effectively with limited supervision, communicates clearly, and maintains a high level of detail and organization.

Experience using Intelliflo Office is important, along with strong proficiency in Microsoft Office applications. Familiarity with common research or financial planning tools would be beneficial.

Applicants must have the right to work in the UK.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance, Analyst, and Customer Service

Industries

• Financial Services and Investment Management