Full job descriptionLocation: Amersham, Buckinghamshire (Remote Working with Occasional Office Attendance)
Salary: Up to £50,000 + Bonus & Excellent Benefits (Private medical, Wellness Days, & social events)
Hours: Full-Time
A highly regarded and growing financial planning firm based near Amersham, Buckinghamshire, is seeking an experienced, Diploma-qualified Paraplanner to join its technical team.
This is a predominantly remote role, with occasional attendance at the firm’s Buckinghamshire office for team meetings, collaboration sessions and client-related activities.


What’s on Offer?
*Fully remote working
*Salary up to £50,000 depending on experience
*Supportive and collaborative team culture
*Opportunity to work closely with Financial Planners and clients
*Ongoing professional development and career progression
*Involvement in strategic business initiatives, including participation in the Investment Committee
*Opportunity to make a meaningful contribution to a growing and client-centric business
The Role
As a Paraplanner, you will provide technical expertise and comprehensive support to Financial Planners throughout the advice process.
Key responsibilities include:
*Attending client meetings alongside Financial Planners to provide technical support
*Assisting in the preparation and delivery of client meetings
*Gathering and analysing client financial information
*Producing cashflow planning models and financial analysis
*Conducting technical research across financial planning solutions and products
*Preparing suitability reports and financial planning recommendations
*Providing comprehensive technical support to Financial Planners
*Liaising with providers and other third parties
*Managing client requirements through to successful completion
*Monitoring and overseeing annual client review processes
*Assisting with client presentations and other planning activities
*Managing personal workflow and ensuring timely delivery of tasks
*Supporting annual technical reviews of services and products
*Contributing as a member of the firm’s internal Investment Committee
*Ensuring all work adheres to regulatory and compliance requirements
About You
*Minimum 3 years’ experience within an IFA, Financial Planning or Wealth Management environment
*Diploma qualified (DipPFS or equivalent) as a minimum
*Strong technical financial planning knowledge
*Experience preparing suitability reports and conducting research
*Familiarity with cashflow modelling software
*Excellent analytical and problem-solving skills
*Strong written and verbal communication skills
*Ability to build effective relationships with clients, advisers and providers
*Highly organised with excellent attention to detail
*Self-motivated and comfortable working remotely
This is an outstanding opportunity for an experienced Paraplanner looking to join a forward-thinking financial planning firm where technical excellence, client service and professional development are genuinely valued.