Technical Paraplanner

Technical Paraplanner job offering fully remote working with a progressive national financial planning firm, supporting high performing Financial Planners on complex and interesting client cases. This Technical Paraplanner job is ideal if you enjoy high quality, holistic advice work and want to focus on technical delivery rather than volume driven administration.

Increase your chances of an interview by reading the following overview of this role before making an application.

As a Technical Paraplanner, you will provide end to end paraplanning support across a range of complex financial planning cases. You will be drafted in to support Financial Planners where there are paraplanning capacity gaps, meaning this Technical Paraplanner role suits someone confident picking up new cases quickly and adding immediate value.

You will focus on technical research, analysis and suitability report writing, supporting advisers with holistic financial planning and cashflow mod...

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