Senior Paraplanner – Remote, Technical Financial Planning

Sarafin Partners; United Kingdom; Remote; GBP 40,000 - 55,000; Full time

Job summary

Sarafin Partners in the United Kingdom is seeking an experienced Paraplanner for a fully remote role, focusing on technical planning, report writing, cashflow modelling and supporting advice across pensions, investments and tax planning. The position offers autonomy, flexibility and long-term incentives as the business grows.

You will collaborate with Financial Planners to translate complex information into clear, well-written recommendations and maintain high standards of analysis and evidence

Qualifications

• Minimum Level 4 Diploma in Regulated Financial Planning.
• Strong paraplanning and suitability report-writing experience.
• Good technical knowledge across pensions, investments and tax planning.
• Experience using CashCalc.
• Excellent written communication skills and strong attention to detail.
• Comfortable working independently in a fully remote role.
• Experience with Timeline would be useful but isn’t essential.
• This role suits someone who enjoys technical analysis and developing as a technical specialist.

Responsibilities

• Producing suitability and annual review reports.
• Building and updating cashflow models using CashCalc.
• Modelling and comparing different financial planning scenarios.
• Carrying out technical research and calculations.
• Supporting advice across pensions, investments and tax planning.
• Reviewing adviser briefs and identifying gaps or areas requiring further information.
• Using Timeline to support investment analysis.
• Ensuring advice and recommendations are clearly evidenced.
• Helping to improve processes, systems and ways of working.

Skills

Paraplanning

Report writing

Pensions knowledge

Investments knowledge

Tax planning knowledge

CashCalc

Timeline

Attention to detail

Written communication

Education

Level 4 Diploma in Regulated Financial Planning

Tools

CashCalc

Timeline

Job description

Sarafin Partners in the United Kingdom is seeking an experienced Paraplanner for a fully remote role, focusing on technical planning, report writing, cashflow modelling and supporting advice across pensions, investments and tax planning. The position offers autonomy, flexibility and long-term incentives as the business grows.

You will collaborate with Financial Planners to translate complex information into clear, well-written recommendations and maintain high standards of analysis and evidence