Chartered Paraplanner - remote

Location: Fully Remote (UK-based)
Salary: to £60,000
Contract: Full-time, Permanent

Are you an exceptional Chartered Paraplanner looking to join a high-performing, supportive team where your technical expertise is genuinely valued?

At Canford and Castle, were an independent financial adviser with big ambitions and a strong, collaborative culture no egos, just a robust team-centric approach.

We're looking for someone who combines deep technical knowledge with a passion for precision, problem-solving, and adding real value to the advice process. You'll be hard-working and willing to roll up your sleeves and in return you will be highly appreciated, well looked after and well compensated.

This is an amazing opportunity where your work makes a real difference. You'll enjoy the flexibility of fully remote working (anywhere in the UK), backed up by full IT equipment, ongoing development, and a culture that genuinely values you.

What you'll do

You'll be at the technical heart of our financial planning process:

• Produce clear, compliant, and personalised suitability reports.
• Conduct in-depth technical research across pensions, investments, tax, and protection.
• Support advisers in structuring and implementing complex financial planning strategies.
• Maintain accurate records and documentation across platforms and CRM systems.
• Liaise with providers, clients, and advisers to ensure seamless case progression.
• Contribute to ongoing process improvement, quality control, and team development.

What we're looking for

• Level 6 Diploma qualified (Chartered status preferred).
• Proven paraplanning experience within an IFA or financial planning firm.
• Excellent technical knowledge across pensions, investments, and tax planning.
• High attention to detail, strong analytical skills, and exceptional written communication.
• A proactive, can-do mindset with a genuine passion for financial planning excellence.
• Comfortable working independently in a remote environment, while being a collaborative team player.

Benefits

• Up to £60,000, depending on experience and qualifications.
• 33 days holiday including bank holidays, plus office closure at Christmas.
• Fully remote, hybrid, or office-based (HQ in North Yorkshire).
• Expenses covered for HQ visits (training, meetings, events).
• Pension scheme.
• All IT equipment provided.
• Ongoing professional development and support.

Additional Information

Remote employees attend HQ in North Yorkshire for their first week and periodically for training, team meetings, or events.

Apply now!

We're partnering with Recruitment Rebellion Limited to fill this role. Applications are open for up to 30 days but may close early if a suitable candidate is found.

Our process is fair and inclusive. If you need adjustments, let us know. Only shortlisted candidates will be contacted.

To improve your chances, ensure you meet the criteria, have the right to work in the UK, and submit a clear, tailored CV showcasing your relevant experience.