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

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