Outsourced Paraplanner – home-based – flexible role – salary negotiable + bonus and pension

All locations

£25-47,000 pa

A rare and exciting opportunity to join our small and friendly company, providing the highest quality outsourcing services, technical support and paraplanning consultancy to a variety of small and medium-sized financial planning firms, based throughout the UK.


Go Paraplanning


31 May 2022



Contract Type



Full Time



  • This is a home-based role as our business is 100% cloud-based, although our team will periodically meet face to face for planning meetings, client meetings, CPD events and social get-togethers.
  • The role will include writing all types of financial plans, suitability reports, briefing documents and annual review documents, as well as the opportunity to branch out into project work such as platform due diligence, creating centralised investment strategies, writing marketing and client-facing information documents, and practice management consultancy work.
  • We do not deal with mortgages or final salary transfer analysis.
  • We provide lots of support, training and mentoring. You’ll have the opportunity to really expand on the traditional paraplanning role into areas of specialisms, so you’ll have huge scope to choose how you can develop your career in the future.


  • We work with a wide variety of financial planning firms, each of which is subtly different to the next. We need someone that learns quickly and is adept at multi-tasking.
  • Our greatest strength is our ability to communicate clearly and concisely, both in written form and in conversations with our clients and within our team. We are looking for candidates that are proactive, empathic, good listeners, good communicators, and have the ability to know when and how to challenge things in the right way, at the right time.
  • As a small team, it’s important that we are all open, honest, trustworthy and can work well either on our own or with others.
  • Our reputation is built on excellence and quality, so we’re looking for someone with very strong spelling, grammar, presentation, literacy and numeracy skills.
  • We particularly like people that have good attention to detail, lots of common sense and high personal and professional standards.
  • Qualifications are less important to us, as we can teach and mentor our team as required. However, you do need to be an experienced paraplanner with a good level of technical knowledge, given the complexity of the some of the work you will be dealing with.  We are looking for someone with a minimum of 2 years’ experience in paraplanning, and ideally with a minimum of Diploma-level UK financial planning qualifications.
  • Our company is based in – and will occasionally require you to travel within – the UK.  For logistical purposes, we regretfully cannot consider non-UK resident applicants.
  • You need to be relatively computer savvy and have a good understanding of Microsoft Word, Excel, Powerpoint, Sharepoint and Outlook.  Please also note that we use Mac laptops, but we’ll show you how to use them if you’re not familiar with Macs or Apple products.


  • The package is negotiable depending on skills, experience and qualifications.
  • As a guide, the salary range is between £25,000 pa and £47,000 pa + bonus and pension


  • We work with clients all over the UK, so we have no geographical location or central office.
  • Your role will require you to work from home, so you can be part of our team irrespective of where in the UK you live!


  • This is a permanent, full-time contract.  Flexible working hours can be considered.

Contact details:

  • For further information, please click the Recruiter button below.
  • If you would like to apply for the role, please click the Recruiter button below and send your CV, a covering email about yourself and why you’d be a perfect fit for our team, and an example of a report that you’ve written recently that you believe showcases your abilities (redacted for data security as necessary) to the above email address.  We look forward to hearing from you!


Professional Paraplanner