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Paraplanner
About We Complement
We Complement supports financial planning firms with suitability consulting, advice documentation, and operational support.
But really, what we do is help firms feel more confident in the quality and consistency of their advice.
We work closely with advisers across the UK to produce clear, well-structured, client-focused suitability reports that stand up to scrutiny and genuinely support good client outcomes.
We’re a remote team that cares a lot about standards, but also about people. Collaboration matters to us. So does trust, curiosity, and being able to ask questions without feeling silly.
The Role
We’re looking for a Paraplanner / Suitability Consultant to join the team.
This role would suit someone who enjoys getting into the detail of advice, likes solving problems, and takes real pride in producing high-quality work.
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You’ll be supporting advisers with research, report writing, technical analysis, and suitability documentation across a range of financial planning cases.
You’ll also be joining a business that’s evolving. We’re actively involved in shaping new approaches to suitability and advice integrity, so this is a great opportunity for someone who wants to grow with the role and be part of something progressive.
What you’ll be doing
- Writing clear, accurate suitability reports
- Researching products, providers, and planning solutions
- Supporting advisers with technical case work
- Reviewing client information and identifying gaps or inconsistencies
- Helping ensure advice aligns with Consumer Duty and FCA expectations
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What we’re looking for
- Experience in paraplanning or suitability report writing
- Strong attention to detail
- Comfortable working independently in a remote role
- Someone thoughtful, reliable, and keen to learn
- Good technical knowledge across financial planning and investments
A few things you should probably know about us…
We’re a supportive, collaborative team that genuinely enjoys working together. Even though we work remotely, we stay connected, share ideas openly, and help each other out when things get busy.
We care about doing good work, communicating well, and creating an environment where people feel trusted and valued.
If that sounds like your kind of environment, we’d love to hear from you.
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Jessica, London
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