Job Description
Self-Employed Paraplanner
Fully Remote
This opportunity is ideal for experienced, Level 4 qualified paraplanners who want flexibility, autonomy, and strong earning potential. Working on a self-employed basis, you'll have the freedom to build your own outsourced paraplanning business. Finlink will provide introductions to financial planning firms actively seeking professional paraplanning support, helping you establish and grow your client base with confidence.
The Business
Finlink partners with financial planning firms across the UK to provide access to skilled, independent paraplanners. As part of our growing network, you'll benefit from professional introductions to advice firms looking for reliable, high-quality support. We take care of the business development side so you can focus on doing what you do best - delivering accurate, compliant, and client-focused paraplanning work.
Our aim is to create opportunities for paraplanners who want to work independently while still having the support of a supportive, professional team.
The Role
As a self-employed outsourced paraplanner, you'll provide technical and report-writing support to a range of financial planning businesses. You'll manage your own workload and pricing, working remotely and flexibly to deliver high-quality, compliant reports. Typical work includes preparing suitability reports, conducting research on pensions and investments, and supporting advisers with accurate documentation and recommendations.
Finlink will introduce you to established advice firms seeking outsourced paraplanning support and provide guidance on business setup, pricing, and client relationships. Whether you want to work full-time or supplement existing freelance commitments, this opportunity allows you to create the balance that suits you.
What We're Looking For
We're seeking paraplanners who can deliver high-quality, professional work whilst building and maintaining excellent client relationships. You must have:
- Level 4 Diploma in Regulated Financial Planning (or equivalent) - essential
- At least 3 years' paraplanning experience within an IFA or financial planning firm
- Strong technical knowledge across pensions, investments, tax planning and protection
- Excellent written communication skills and attention to detail
- The ability to manage your own workload and meet deadlines
Benefits
- Full flexibility and autonomy - work where and when you want
- Introductions provided to financial planning businesses
- Control your own income
- Guidance and support on business setup and client management
- Strong earning potential - full-time paraplanners can earn £5,000+ per month
How to Apply
If you're a Level 4 qualified paraplanner ready to take control of your work, income, and lifestyle - with introductions and support from Finlink - we'd love to hear from you.
Apply now to find out more about joining our growing network of self-employed outsourced paraplanners.
