Remote Technical Paraplanner - Complex Financial Planning

Nub News; Royal Leamington Spa; Remote; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Discretionary annual bonus

Private medical insurance

Standard pension

Medicash health cash plan

Group income protection

Life assurance

28 days holiday rising to 30

Job summary

Nub News is hiring a Remote Paraplanner to support high-performing Financial Planners with complex cases. The role focuses on technical paraplanning, bespoke suitability reports, and detailed financial calculations while enabling remote delivery from home across the UK.

You will work closely with experienced advisers in a quality-focused firm that prioritises technical delivery over volume. Flexible, fully remote and long-term stability are provided.

Qualifications

• Proven experience as a Technical Paraplanner in financial planning.

Responsibilities

• Provide end-to-end paraplanning support across complex client cases.
• Write bespoke suitability reports for complex advice.
• Perform technical research and financial calculations.
• Support advisers with cashflow modelling and analysis.

Skills

Paraplanning

Technical knowledge

Suitability reports

Financial modelling

Research

Education

Level 4 Diploma in Financial Planning

Tools

Paraplanning software

Cashflow systems

Job description

Nub News is hiring a Remote Paraplanner to support high-performing Financial Planners with complex cases. The role focuses on technical paraplanning, bespoke suitability reports, and detailed financial calculations while enabling remote delivery from home across the UK.

You will work closely with experienced advisers in a quality-focused firm that prioritises technical delivery over volume. Flexible, fully remote and long-term stability are provided.