Paraplanner

Paraplanner

Step into a Paraplanning role where your technical expertise, attention to detail and commitment to high-quality advice genuinely make a difference to clients’ lives. This organization combines award-winning financial planning with a strong professional culture, giving you the platform to develop your skills and progress your career. If you thrive in a structured, client-focused environment and value precision, this role offers the depth and challenge you are seeking.

The company based in the United Kingdom is looking for a fully remote resource to be based in South Africa, please note you must have your own laptop/PC, a stable wi-fi connection, a battery (in case load shedding occurs) AND be able to work Monday to Thursday UK hours (between 1 -2 hours different to SA) – plus Fridays SA time.

About the Role

As a Paraplanner, you will work closely with Advisers and Financial Planning Executives to deliver clear, robust and compliant financial planning recommendations. You will play a key part in ensuring clients receive tailored, fully independent advice by providing high quality research, analysis and written reports. This position suits a Diploma qualified professional who enjoys complex casework, values accuracy, and takes pride in producing well‑reasoned recommendations.

Key Responsibilities

• Analyse clients’ circumstances, portfolios and objectives to prepare clear, comprehensive recommendation reports for Advisers.
• Provide high quality technical, administrative and research support across investments, pensions and protection.
• Undertake whole-of-market research to identify appropriate solutions aligned to client needs and risk profiles.
• Conduct detailed asset allocation and portfolio analysis on existing investments, quantifying and interpreting client positions.
• Liaise with the Regulatory & Technical team to ensure all recommendations and documentation remain fully compliant.
• Prioritise workload effectively by coordinating regularly with Advisers and their support teams.
• Maintain clear, proactive communication with Advisers regarding advice in progress and key case milestones.
• Build strong working relationships with internal teams and third-party product providers.
• Attend and contribute to internal and external meetings, adding technical insight where required.
• Ensure all client records, data and files are maintained accurately, efficiently and in line with regulatory standards.
• Contribute to ad hoc projects and initiatives designed to enhance processes, controls and client outcomes.

Required Qualifications & Experience

• Diploma in Financial Planning (as a minimum) or equivalent level 4 qualification.
• Proven experience in a Paraplanning or similar technical role within private wealth management or financial planning.
• Demonstrable ability to produce accurate, well-structured and comprehensive recommendation reports.
• Experience analysing client circumstances and objectives to support suitable holistic financial advice.
• Strong proficiency in complex report writing with excellent grammar, spelling and punctuation.
• Experience liaising with third-party providers and managing cases through to completion.
• Good understanding of regulatory requirements and working to targeted service standards and procedures.
• High standard of personal organisation, time management and the ability to work unsupervised.
• Evidence of continual learning and ongoing development of technical knowledge.
• Confident IT skills, including MS Office, Outlook, Excel and relevant back-office systems.
• Ambitious, goal-orientated mindset with strong interpersonal and communication skills.

Culture & Benefits

This organization combines a strong professional ethos with a supportive environment that encourages technical excellence and ongoing development. You will work alongside experienced Advisers and specialists who value collaboration, integrity and high standards of client service.