Paraplanner

Ellis James Partners Ltd; England; Remote; GBP 35,000 - 40,000; Full time

Job summary

A respected financial services firm is seeking an experienced Paraplanner to join their team in Ashby-de-la-Zouch. The role involves researching financial products, preparing detailed financial plans, and ensuring compliance with regulatory standards. Candidates should have previous paraplanning experience and strong technical knowledge across investments and tax planning. The position offers a salary of £35,000-£40,000 and remote work options.

Benefits

Support for ongoing exams and training

Professional development opportunities

Qualifications

• Previous paraplanning experience in an IFA or SJP environment.
• Strong knowledge across pensions, investments, IHT, and tax planning.
• Confident using research tools and cash-flow software.

Responsibilities

• Research and analyse financial products to meet clients’ needs.
• Prepare suitability letters and client reports.
• Ensure compliance with SJP and FCA standards.

Skills

Paraplanning experience

Technical knowledge in pensions

Communication skills

Detail-oriented

Organizational skills

Tools

Salesforce

Voyant

Job description

Job Title: Paraplanner

Location: Ashby-de-la-Zouch (Remote)

Salary: (phone number removed)+ DOE

We're working with a highly respected SJP Partner Practice based in Ashby-de-la-Zouch, who are looking for an experienced Paraplanner to join their growing team.

You'll work closely with the Paraplanning Lead and Business Manager, supporting the advice process end-to-end - from research and analysis to preparing detailed, compliant financial plans that help clients make confident long-term decisions.

This is a collaborative role in a well-structured practice that genuinely values development and quality advice.

What You’ll Be Doing

• Research and analyse financial products to meet clients’ needs and objectives.
• Construct financial planning solutions (investment, retirement, tax, and estate planning) backed by detailed cash‑flow models and reports.
• Prepare suitability letters and client reports, liaising with administrators and advisers throughout the advice process.
• Produce accurate IHT calculations, client reviews, and investment performance summaries.
• Keep client records and back‑office systems (Salesforce, Voyant, etc.) fully up to date.
• Ensure all recommendations are compliant with SJP and FCA standards.
• Stay on top of legislative and regulatory changes, contributing ideas and insights in team meetings.

What You’ll Bring

• Previous paraplanning experience in an IFA or SJP environment.
• Strong technical knowledge across pensions, investments, IHT, and tax planning.
• Confident using research tools and cash‑flow software.
• Excellent written and verbal communication skills, with a sharp eye for detail.
• Organised, proactive, and able to manage your own workload effectively.
• A positive, team‑focused attitude and genuine enthusiasm for helping clients.

Why Join?

• Work closely with experienced advisers in a respected, client‑first SJP Partner Practice.
• Be part of a team that values quality advice, professional growth, and long‑term relationships.
• Remote Options
• Salary package (£35,000-£40,000+ depending on experience).
• Support for ongoing exams, training, and professional development.

If you're a Paraplanner who prides yourself on high‑quality work and wants to be part of a team that truly values what you do - this could be the perfect next step.