Accounting & Finance

Paraplanner

Dynamite Recruitment

Remote · Nationwide · United Kingdom

Hybrid or Remote working + Bonus! An opportunity has arisen for an experienced, technically strong Paraplanner to join an independent, Chartered Financial Planning firm specialising in high-net-worth clients.
This role would suit someone who enjoys the technical side of financial planning, takes pride in producing high-quality work and wants to continue developing their career within paraplanning rather than move into a Financial Adviser role.
You will work closely with Financial Planners to support the delivery of tailored financial planning solutions to high-net-worth clients, ensuring advice is technically accurate, well researched and compliant.
Responsibilities will include:
  • Preparing detailed suitability reports and recommendations.
  • Researching and analysing financial products and investment solutions.
  • Supporting advisers with complex financial planning cases.
  • Producing accurate cashflow modelling and financial planning analysis, where required.
  • Ensuring recommendations meet regulatory and compliance requirements.
  • Working closely with advisers and the wider team to deliver a high standard of client service.
About You We’re looking for someone who has:
  • A Level 4 Diploma in Financial Planning as a minimum.
  • Proven experience working as a Paraplanner within financial services.
  • Strong technical knowledge and the ability to work on complex cases.
  • Excellent attention to detail and strong report-writing skills.
  • A proactive, organised approach and the ability to manage workloads independently.
  • A genuine interest in developing their career as a Paraplanner.
Flexibility is a key part of this opportunity. The firm has 4 office locations and can offer hybrid working for those who enjoy a mix of office and home working.
For experienced Paraplanners, fully remote working is also an option . The existing team already includes fully remote Paraplanners, so this is an established way of working.
If you’re an experienced, Level 4-qualified Paraplanner looking for a role where you can focus on what you do best, we’d love to hear from you.
Apply today to find out more about this opportunity.
£45,000 - £55,000 +Bonus 
#FinancialServices2026

Reference: WJ-756_312465

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