Paraplanner / Financial Advisor

Paraplanner/Financial Advisor - Dual Role - Remote Working with International Clients

A specialist international financial planning business is looking for a UK based, Associate Paraplanner/Financial Advisor hybrid role - working remotely with international and expat clients. This is a work from home, client focused role for someone who is comfortable with virtual meetings, skilled in delivering consultative fact finds, assured presentation of financial/ investment advice and recommendation delivery, along with suitability reporting. This role is suited to a paraplanner or junior financial advisor/planner who wants qualified appointments, marketing, and admin support to be provided. The successful candidate will work directly with the founder to deliver advice within a defined framework, using existing templates, product mappings and planning tools. Full training will be provided on products, funds, solutions and the client meeting process.

Key responsibilities

• Conduct online client meetings remotely from the UK using Google Meet, including fact-finds, review meetings, recommendation calls, and implementation discussions.
• Work closely with the founder to translate agreed strategy into compliant recommendations and suitability reports using existing templates and mapped solutions.
• Recommend solutions from an approved product and planning framework rather than designing a bespoke approach from scratch each time.
• Have assured consultative communication and presentation ability, using the firm's existing client journey process and meeting structure.
• Use existing systems and tools, including CashCalc, and maintain a high standard of file quality, follow-up, and case progression.
• Build and maintain long-term client relationships within the firm, with all leads, marketing, and admin support already provided.
• Work towards becoming a senior figure in the advice function as the team grows.

Candidate requirements

• UK-based and able to work remotely full time.
• Level 4 Diploma in Financial Planning or equivalent as a minimum.
• Typically 5-10 years' experience in a UK financial planning / IFA / wealth environment.
• Strong suitability report and technical planning skills.
• Comfortable in front of clients and confident on video meetings.
• Skilled in delivering consultative, assured presentation of financial and investment advice.
• Willing to learn, take direction, and follow a proven process.
• Commercially minded and motivated by performance-related bonus upside.
• Work GMT+7 time zone, so early starts, but early finishes.

Support and training provided

• Qualified appointments provided by the firm.
• All marketing provided by the firm.
• Admin support provided.
• Suitability report templates provided.
• Product, fund, and solution training provided.
• Training and support provided on how the firm runs meetings, presents recommendations, and delivers outcomes to clients.
• Ongoing guidance from the founder on process, positioning, and case strategy.

What the role will NOT involve

• cold prospecting
• self-generated marketing
• No need to create products, funds, or suitability templates from scratch.
• No expectation to relocate outside the UK.

Package

• Base salary approximately £40,000-£55,000 GBP (self employed)
• OTE bonus up to £15,000 based on AUM growth and performance.
• Fully remote UK role.
• Qualified appointments, marketing, and admin support provided.
• Product, fund, and process training provided.
• Two trips to Asia per year with accommodation.
• UK tax return prepared/paid for by the firm.
• Clear route to a bigger role as the advisory team grows.
• Long-term progression

This is not just a delivery role. The long-term plan is for this person to grow into a broader senior role within the advice function, with increasing responsibility as the UK-facing advisory capability expands. That progression path is a key attraction point: the role offers more client exposure, more earnings upside, and more responsibility than many UK senior paraplanner roles, while still giving the candidate structure, support, inbound opportunity flow, and founder input.