Sarafin Partners
Senior Paraplanner - Remote
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
A fantastic opportunity for an experienced Paraplanner who loves the technical side of financial planning and is looking for a role with plenty of flexibility and autonomy, within a growing and friendly business. There is also genuine long-term opportunity here, with the potential for equity and generous longer-term incentives as the business continues to grow.
This is a fully remote position with a strong focus on report writing, cashflow modelling and technical planning, rather than administration.
About the role
Working closely with the Financial Planners, you’ll support a range of interesting and often complex HNW client cases, taking the information and objectives provided by the Planner and working through the technical detail to build and compare different planning scenarios.
A big part of the role will be taking complex financial information and turning it into clear, well-written recommendations that are easy for clients to understand.
The role will include:
- Producing suitability and annual review reports
- Building and updating cashflow models using CashCalc
- Modelling and comparing different financial planning scenarios
- Carrying out technical research and calculations
- Supporting advice across pensions, investments and tax planning
- Reviewing adviser briefs and identifying gaps or areas requiring further information
- Using Timeline to support investment analysis
- Ensuring advice and recommendations are clearly evidenced
- Helping to improve processes, systems and ways of working
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
This is a role for someone who enjoys getting into the detail, working through problems and understanding the reasoning behind the advice, rather than simply producing reports from a template.
About you
You’ll be an experienced Paraplanner who takes real pride in the quality of your work and enjoys the technical and analytical side of financial planning.
You’ll need a minimum Level 4 Diploma in Regulated Financial Planning, together with strong paraplanning and suitability report-writing experience. You’ll have good technical knowledge across pensions, investments and tax planning, as well as strong experience using CashCalc.
You’ll also need excellent written communication skills, strong attention to detail and the confidence to question information or assumptions when something doesn’t quite add up. As the role is fully remote, you’ll be comfortable working independently and managing your own workload.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Experience using Timeline would be useful but isn’t essential.
This could particularly suit someone who genuinely enjoys being a Paraplanner and wants to continue developing as a technical specialist, rather than seeing paraplanning simply as a route into becoming an Adviser.
About the company
This is a growing, friendly independent financial planning business with a flexible and modern approach to the way people work.
There is plenty of scope to make the role your own and have an influence on how things are done as the business develops. They are forward-thinking in their use of technology and keen to continue improving their systems, processes and the way technical work is delivered.
They are also looking at the longer term. For the right person, there is the potential for equity and generous long-term incentives, offering the opportunity to benefit from the future growth and success of the business.
The role is fully remote anywhere in the UK.
If you’re an experienced Paraplanner looking for an interesting technical role with plenty of flexibility, autonomy and genuine long-term opportunity, please get in touch for more information.
Apply today for further information!
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Location