Paraplanner

Recruit Wealth Ltd; Crewe; Hybrid; GBP 26,000 - 38,000; Full time

Benefits offered by this job

25 days holiday

Birthday off

Hybrid/flexible working

Study support for qualifications

Pension

Job summary

Recruit Wealth Ltd is seeking an experienced Paraplanner to support Financial Planners in Crewe. You will produce high-quality reports, conduct in-depth research and manage client records within a collaborative team.

The role offers hybrid/flexible working, full study/exam support and a clear pathway for professional development in a fast-growing advisory business.

Qualifications

• Previous paraplanning experience within financial advice and/or wealth management.
• Diploma qualified or very close to it.
• Experience with Intelligent Office is desirable but not essential.
• Proven analytical and research skills.
• Excellent attention to detail and organisational ability.
• Ability to manage multiple priorities effectively.
• Outstanding communication and teamwork skills.
• Strong IT skills including Word, Excel and PowerPoint and using advisory back office systems.

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

Paraplanning

Analytical skills

Research skills

Attention to detail

Communication

Education

Diploma qualified

Tools

Intelligent Office

Word

Excel

PowerPoint

Job description

Recruit Wealth are delighted to be representing one of the UK's fastest growing and most highly regarded national Financial Planning names.

This award winning business provides a holistic, whole of market proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the prefect time to join!

Due to continued client demand, a new opportunity has been created for a talented Paraplanner to join their Crewe regional office.

This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process.

You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.

The Role

As an experienced Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.

• Producing high quality suitability reports
• Conducting detailed research on financial products, providers and strategies
• Supporting Financial Planners with client reviews and on-going 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

About You

You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.

Ideally you will have:

• Previous paraplanning experience within financial advice and/or wealth management
• Ideally Diploma qualified already (or very close to)
• Experience with Intelligent Office would highly desirable but not essential
• Proven analytical and research skills
• Excellent attention to detail and organisational ability
• The confidence to manage multiple priorities effectively
• Outstanding communication and teamwork skills
• Strong IT skills including Word, Excel and PowerPoint and using advisory back office systems

What’s On Offer?

This business is passionate about investing in its people and supporting long-term careers within financial planning.

• 25 days holiday + bank holidays
• Option to purchase up to 5 additional days holiday
• Your birthday off
• Quarterly paraplanning bonus schemes
• Hybrid/flexible working
• Private pension
• Life assurance
• Corporate eye-care cover
• Annual salary reviews
• Full study/exam support for professional qualifications and further professional development
• Adviser Academy if desired and/or other clear career progression pathways
• Staff recognition and annual awards

The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers.

Recruit Wealth have worked closely with the business for many years, we hold them in extremely high regard with their reputation across the financial planning sector.