Experienced Paraplanner - Hybrid, Study Support & Growth
Recruit Wealth Ltd
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Benefits offered by this job
Job summary
Recruit Wealth Ltd (Stoke-on-Trent) is hiring a skilled Paraplanner to support Financial Planners and deliver high-quality, personalised financial planning solutions. You will research products, prepare suitability reports and manage applications, while ensuring compliance and accuracy across client records.
The role emphasises collaboration, technical proficiency, and a strong client service ethos. The firm offers hybrid/flexible working and substantial study/support for professional
Qualifications
- Paraplanning experience in financial advice or wealth management.
- Diploma qualification or close to it.
- Strong analytical and research skills.
- Excellent attention to detail and organisation.
Responsibilities
- Producing high quality suitability reports.
- Conducting detailed research on financial products, providers and strategies.
- Supporting Financial Planners with client reviews and ongoing planning needs.
- Acting as a technical support contact for the financial planner and client queries.
- Submitting applications to providers and managing documentation.
- Maintaining accurate, compliant and well-presented client records.
- Ensuring all work is completed in line with FCA and internal compliance standards.
Skills
Education
Tools
Job description
Recruit Wealth Ltd (Stoke-on-Trent) is hiring a skilled Paraplanner to support Financial Planners and deliver high-quality, personalised financial planning solutions. You will research products, prepare suitability reports and manage applications, while ensuring compliance and accuracy across client records.
The role emphasises collaboration, technical proficiency, and a strong client service ethos. The firm offers hybrid/flexible working and substantial study/support for professional
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