Paraplanner

Recruit Wealth Limited; Greater London; À distance; GBP 45 000 - 50 000; Plein temps

Avantages offerts par ce poste

Home working with occasional office

Résumé du poste

Recruit Wealth Limited is a boutique financial planning firm offering a paraplanning role that values technical expertise and work-life balance. You will join a small team of seasoned Financial Planners, shaping holistic planning strategies with a focus on client outcomes and personalised service.

The role emphasizes working from home with very occasional office contact, leveraging AI-enabled systems to enhance efficiency while maintaining high-quality advice.

Qualifications

• Minimum 2 years' Paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Excellent knowledge of pensions, investments and complex advice areas.
• Experience writing detailed suitability reports.
• Strong analytical, numerical and report-writing skills.
• Excellent organisational and time management abilities.
• Proactive, collaborative approach with tech affinity, including AI.

Responsabilités

• Provide paraplanning support for sophisticated, holistic financial planning.
• Prepare and quality-check suitability reports for client meetings.
• Analyse client data and assist in formulating recommendations.
• Collaborate with Financial Planners to deliver optimal client outcomes.
• Utilise AI-enabled workflow tools to improve efficiency and accuracy.

Connaissances

Paraplanning

Analytical skills

Numerical skills

Report writing

Time management

Organisation

Collaborative approach

AI familiarity

Pensions & investments

Wealth management

Formation

Level 4 Diploma in Regulated Financial Planning

Description du poste

Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!?

We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice.

Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service.

With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business.

This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients.

Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships.

Why You'll Love This Opportunity

• Join a respected independent boutique Financial Planning firm
• Work within a genuinely client-centric, relationship-led business
• Be part of a small, collaborative team where your contribution is recognised and valued
• Home working with very occasional office contact
• Salary of £45,000 - £50,000, depending on experience and qualifications
• Modern AI-enabled systems designed to enhance efficiency without compromising quality
• Excellent long-term development opportunities in a fast growing, privately owned business

About You

You'll already have excellent Paraplanning ability and enjoy the technical side of the role.

You'll ideally have:

• A minimum of 2 years' Paraplanning experience
• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Excellent technical knowledge of pensions, investments and complex advice areas
• Experience writing detailed suitability reports
• Strong analytical, numerical and report-writing skills
• Exceptional attention to detail
• Excellent organisational and time management abilities
• A proactive, dependable and collaborative approach
• Embrace technology, back office systems and AI
• Experience working within an IFA, Wealth Management or Financial Planning environment

If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you.