Paraplanner

Location: Fully Remote (UK)

Experience Require: Minimum 3 years’ experience in a Paraplanning role within a regulated advice firm

Position: Full time preferred but flexible / reduced hours considered for the right candidate

Who We’re Looking For:

If you’re looking for a role where your technical ability can genuinely shape the quality of advice, keep reading.

We are looking for an experienced paraplanner who enjoys ownership, pace and responsibility. Someone who thinks independently, anticipates what is needed next and can keep cases moving without constant guidance.

This is a high trust role with real autonomy.

You will bring strong technical grounding, excellent attention to detail and the confidence to challenge constructively when something doesn’t feel right.

We are building something ambitious which means we need people who care about quality, not just completion.

What You’ll Be Responsible for:

Case Management

• Owning new and complex cases from initial fact-find through to strategy, recommendation and suitability drafting
• Managing workflows, prioritising deadlines and maintaining high-quality output
• Anticipating next steps, identifying bottlenecks early, and progressing cases proactively
• Coordinating with planners, administrators, and external professionals

Financial Planning Support

• Researching solutions and producing comprehensive financial planning analysis
• Running cashflow models, protection quotes, and scenario analysis
• Preparing high-quality suitability reports and financial plans advisers can confidently present to their clients
• Applying sound professional judgement to client objectives and technical constraints

Technical Expertise & Compliance

• Ensuring all documentation meets regulatory and internal quality standards
• Maintaining strong technical knowledge across pensions, investments, protection, and taxation
• Keeping up to date with regulatory change, technical updates and best practice

Quality & Process Improvement

• Identifying opportunities to improve workflows, templates, and research processes
• Contributing to best practices within the paraplanning function
• Supporting the evaluation and implementation of new tools and ways of working

Client & Team Contribution

• Translating complex technical information into clear, client-friendly outputs
• Supporting planners with complex queries and technical insights
• Sharing knowledge and contributing to a collaborative, learning-focused team

You’re the Right Fit if You…

• Are Level 4 Diploma qualified
• Have at least three years’ paraplanning experience with end to end case ownership
• Have a strong working knowledge of FCA regulated advice, suitability requirements and robust file standards
• Are comfortable supporting multiple advisers and managing varied case types
• Take ownership of your work from start to finish
• Produce consistently high quality, technically sound outputAre organised, proactive and calm under pressure
• Bring ideas and challenge inefficient processes respectfully
• Want to be part of a business that values paraplanning as a core profession not just a stepping stone.

Who We Are

We’re Pura Vida. A young, forward-thinking financial advice firm with a flexible outlook.

Our mission is simple: improve the quality of life of our clients, our team and those they care about.

Pura Vida translates to ‘Pure Life’, a phrase our founders picked up while travelling in Costa Rica. It reflects a way of living well and with intention, and of building something that genuinely matters. That philosophy underpins everything we do and is a big part of why we enjoy turning up to work each day.

We work remotely, collaborate daily, laugh often, and genuinely care about each other and our clients. We’re building something special, and we want brilliant people who care about quality, teamwork and growth to join us on that journey.

Our Values – The Pura Vida Way

We hire for character first. These values define how we work:

Caring
We care about our clients, our team, and the work we do.

Growth
We have an ambitious growth mindset, personally and professionally. We continually improve our skills and evolve the Pura Vida way.

Ownership
We take responsibility for our actions, challenges and opportunities. We step up, solve problems and treat the business and our clients’ problems as our own.

Excellence
We aim to set a new standard for our profession.

Make Life Count
We want to enjoy work, make it enjoyable for others, and make the most of life outside of work too.

What You’ll Get

Fully remote flexible working

Competitive Salary

Company pension

28 days holiday plus bank holidays.

Funded Professional Development

Team building days (that are genuinely enjoyable!)

Plannex membership

A culture that values quality and collaboration

Ready to Join Us?

If you are a paraplanner who wants more than just a job and has the ambition to help build something exceptional, we would love to hear from you.

Apply today and bring a bit of Pura Vida to your work life!

Job Types: Full-time, Permanent

Pay: £40,000.00-£45,000.00 per year

Application question(s):

• Please confirm your qualifications, including Level 4 Diploma status and any further study towards Chartered
• Tell us about a time you constructively challenged an adviser’s recommendation
• How do you ensure your recommendations are technically robust and aligned with risk profile, capacity for loss and client objectives
• What is your current notice period?
• What areas of financial planning do you have the strongest technical experience in?
• What does being a career Paraplanner mean to you?
• What research tools and systems do you regularly use?

Education:

• A-Level or equivalent (preferred)

Experience:

• Paraplanning : 3 years (required)

Work authorisation:

• United Kingdom (required)

Location:

• United Kingdom (required)

Work Location: Remote

View the original Indeed job posting for the Paraplanner at Pura Vida Financial Planning Ltd in United Kingdom.