Remote File Checker – Chartered IFA Firm - Fully Remote, anywhere in the UK - £45K–£46K + benefits
Fully Remote | Chartered Firm | High-Quality Advisers | Career Progression
Are you a Diploma-qualified paraplanner, file checker or ex-adviser who wants a role with zero sales pressure, no client chasing, and complete flexibility — while still using your technical knowledge every day?
This is a rare opportunity to join one of the UK’s most respected Chartered IFA firms, home to some of the highest-performing advisers in the country. Their advice standards are exceptional — which means you’re reviewing quality work, not firefighting poor advice all day.
If you want a role where your expertise is valued, your voice matters, and you can work from anywhere in the UK, this could be the perfect next step.
Why This Role Stands Out
- 100% remote – work from anywhere in the UK
- Chartered, award-winning firm with an outstanding reputation
- High-quality advisers (genuinely some of the top earners in the UK)
- Supportive, modern compliance culture – not box-ticking, not punitive
- Clear progression into senior file checking, technical, or compliance roles
- No client management, no sales pressure, no weekend work
- Stable, secure role ideal for paraplanners wanting a new direction
The Role
You’ll be part of the compliance team, ensuring the firm continues to deliver exceptional, FCA-compliant advice. Your work directly protects clients and supports advisers in maintaining the highest standards.
Your responsibilities include:
- Reviewing advice files across pensions, investments, protection, bonds, trusts, VCT/EIS/BR, at-retirement planning and more
- Ensuring suitability reports and recommendations meet FCA and internal standards
- Providing clear, constructive feedback to advisers
- Identifying risks, inconsistencies or gaps and escalating where needed
- Supporting the wider compliance team with ad-hoc projects
- Helping maintain the firm’s Chartered-level advice quality
This is not a “tick-box” compliance role — you’ll be part of a collaborative team that genuinely values technical insight and encourages continuous improvement.
What We’re Looking For
- Level 4 Diploma in Financial Planning (essential)
- Experience in file checking, paraplanning, report writing or advising
- Strong understanding of pensions and investments
- Confident decision-maker with excellent communication skills
- Someone who enjoys technical work and wants a long-term, stable role
Who This Role Is Perfect For
- A paraplanner who wants to move into compliance without losing technical challenge
- A file checker looking for a better culture and higher-quality advice to review
- An ex-adviser who wants stability, no sales pressure, and a fully remote lifestyle
- Someone who wants to work for a firm that genuinely values professionalism
If you want a role where:
- You’re trusted
- You’re respected
- You’re not micromanaged
- You can work from anywhere
- And you’re part of a firm that actually cares about doing things properly
…then this is the one.
Please send your CV to Ursula at Financial Divisions