Remote Paraplanner Jobs
We’re looking for diploma-qualified, experienced paraplanners with backgrounds in St. James’s Place or UK financial advice firms. If you pride yourself on producing high-quality compliant reports, enjoy technical work and love helping financial advisers provide the best service to their clients - you’ll fit right in at Plus Group.
As part of our paraplanning team, you’ll support financial advisers by carrying out research and preparing high-quality, compliant suitability reports covering pensions, investments, protection, and complex planning cases.
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Prepare clear, compliant suitability reports covering pensions, investments, protection, and IHT planning cases for advisers across financial advice firms.
Get into the detail. Analyse products, test recommendations, and make sure every case stands up when it’s checked.
Work directly with advisers and admin teams to get cases right first time - with support always close by when you need it.
Because it does.
You’ll be part of a team trusted to support advisers across UK financial planning firms and major networks, helping deliver accurate, compliant advice that stands up technically and practically.
If you’ve ever been frustrated by poor systems, missing info, or advisers who don’t value your time - you’ll enjoy how we work.
We’ve built a process that lets paraplanners focus on the part they’re best at - helping advisers give great advice.
Paraplanning
Paraplanner
Whether you need hands-on support or want to explore joining Adeptli as a consultant – we’re ready when you are.
Need to know more
Browse our FAQs to learn more about our support and services.
If you want to do great paraplanning work without the noise and nonsense that usually comes with it - we’d love to hear from you.
Back office support for financial advisers, firms and networks
