Diploma Qualified Paraplanner – Wealth Management, Up to £50,000 + Bonus , Remote

Location: 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.