Paraplanner

Recruit Wealth Ltd; Birmingham; Hybrid; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Private pension

Generous holiday

Group Life Cover

Income protection

Employee Assistance Programme

CPD support

Career progression

Job summary

Recruit Wealth is recruiting experienced Paraplanners to join regional offices across the UK. You will support Financial Planners and IFA Administrators to deliver high-quality, compliant financial advice with well-researched planning solutions.

This role offers a professional, collaborative environment with hybrid working, ongoing professional development and clear progression within the financial planning team.

Qualifications

• At least 2 years’ paraplanning experience.
• Technical knowledge of pensions, investments and complex advice areas.
• Diploma qualified or close to qualification and willing to pursue further qualifications.
• Experience preparing suitability reports and conducting technical research.
• Strong analytical ability with attention to detail.

Responsibilities

• Work with Financial Planners to understand client objectives and planning needs.
• Gather and analyse client information to build a complete financial picture.
• Ensure information aligns with internal policy.
• Research solutions to meet client goals and prepare suitability reports.
• Assist with tax calculations and planning strategies where required.
• Prepare reports and recommendation packs for advisers.
• Ensure compliance docs are complete before presenting advice.
• Prepare client documentation and authorisations.

Skills

Paraplanning

Financial analysis

Pensions knowledge

Client service

Education

Diploma in Financial Planning

Tools

Back office systems

Job description

Recruit Wealth are delighted to be representing one of the UK’s most recognised and highly respected national Financial Planning and Wealth Management names.

Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful – to make a genuine difference to people’s lives by helping clients achieve financial security and live the life they deserve.

With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning industry. Thanks to continued growth, headcount and more client demand, the company is expanding across the UK and now looking to appoint experienced Paraplanners to join several of their regional office & teams.

The Opportunity

This is a fantastic opportunity to join a highly professional, collaborative and modern Financial Planning environment, where Paraplanners are totally valued as an integral part of the advice process.

Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.

Your responsibilities will include:

• Working alongside Financial Planners to understand client objectives and financial planning needs
• Assisting in gathering and analysing client information to build a complete financial picture
• Ensuring all information obtained is aligned with internal policy
• Identifying planning opportunities and researching appropriate solutions to meet client goals
• Assisting with tax calculations and planning strategies where required
• Preparing comprehensive financial suitability reports and recommendations for adviser approval
• Ensuring all compliance documentation is complete and accurate prior to presenting advice
• Preparing supporting documentation and recommendation packs for clients
• Ensuring all signed client authorisations are in place before any transaction is implemented

Skills, Experience & Desirable Attributes

• At least 2 years’ experience in a Paraplanning role
• Technical knowledge of pensions, investments and other complex advice areas
• Ideally Diploma qualified, or very close to being qualified and willing to pursue further qualifications
• Experience preparing suitability reports and conducting technical research
• Strong analytical ability with excellent attention to detail
• Confident communicator with strong client service awareness
• Highly organised with the ability to prioritise and manage multiple cases
• Comfortable and competent working with financial planning back office systems and research tools
• Professional, dependable and able to work effectively both independently and as part of a team
• Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support and client care

What’s On Offer

Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers.

Benefits include:

• Highly competitive salary
• Hybrid working/Flexible Working
• Private pension
• Generous annual holiday allowance with increases based on length of service
• Group Life Cover
• Income protection
• Employee Assistance Programme
• Financial well-being support
• Full support for professional exams and continuous professional development
• Clear progression opportunities (if desired) within the financial planning team

These new opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected Financial Planning name, where their expertise is valued and their career development is genuinely supported.

With excellent financial backing and further growth plans, our client is on course to become one of the largest and most influential names in UK Financial Planning.

Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm.