Paraplanner

Recruit Wealth; High Wycombe; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid/flexible working

25 days holiday

Study support for qualifications

Private pension

Life assurance

Eye-care cover

Paraplanning bonus scheme

Career progression

Annual salary reviews

Adviser Academy

Staff recognition

Job summary

Recruit Wealth in High Wycombe is seeking a Senior Paraplanner to join our growing financial planning team. You will produce high quality suitability reports, conduct product research, support Financial Planners with client reviews, and ensure compliant, well-presented records.

Ideally Chartered or close to, with experience in Intelligent Office, strong analytical skills, and excellent communication. This role offers hybrid working, a clear career path, study support for qualifications, and a

Qualifications

• Prior paraplanning experience within financial advice.
• Chartered status or close to it is preferred.
• Knowledge of Intelligent Office is highly desirable.
• Strong analytical and research capabilities.
• Excellent attention to detail and organisational ability.
• Ability to manage multiple priorities effectively.
• Excellent communication and teamwork skills.
• Solid IT skills: Word, Excel and PowerPoint.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews and planning needs.
• Act as technical contact for planners and clients; submit applications.
• Maintain accurate, compliant client records.
• Ensure work complies with FCA and internal standards.

Skills

Paraplanning experience

Chartered status

Analytical skills

Attention to detail

Organisational skills

Communication skills

IT skills (Word, Excel, PowerPoint)

Teamwork

Education

Chartered status or close to

Paraplanning qualification

Tools

Intelligent Office

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 truly holistic client 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 growth, a new opportunity has been created for a talented Senior Paraplanner to join their High Wycombe regional hub.

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

Your responsibilities will include:

• 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 queriesSubmitting 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 with financial advice
• Ideally Chartered qualified or close to
• Experience with Intelligent Office, highly desirable
• Strong 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

What's On Offer

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

Benefits include:

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

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 this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector.