Paraplanner

Recruit UK; Lancashire; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Professional development

Collaborative environment

Job summary

Recruit UK in Wigan is seeking an experienced Paraplanner to support Financial Planners throughout the advice process in a hybrid role (3 days in the office, 2 days at home).

You will draft accurate suitability reports, provide detailed research on pensions, investments and retirement planning, and ensure recommendations are compliant and robust for clients.

This is an excellent opportunity to develop your career within a collaborative, supportive team.

Qualifications

• Experience as a Paraplanner within a financial planning environment.
• Strong knowledge across pensions, investments, protection and retirement planning.
• Experience writing suitability reports.
• Excellent research and analytical skills.
• Good understanding of FCA/compliance requirements.
• Excellent attention to detail and accuracy.

Responsibilities

• Draft accurate and compliant suitability reports based on adviser recommendations.
• Liaise closely with Financial Planners to ensure information is complete and accurate.
• Interpret client meeting notes and assist with preparing suitable recommendations.
• Conduct detailed research into existing policies, investments and pensions.
• Obtain illustrations, Key Features documents and supporting information.
• Provide technical guidance and support to Financial Planners.
• Manage your own caseload and maintain client records to a high standard.
• Collaborate with advisers, administrators and wider teams to deliver a great client experience.
• Maintain strong technical and industry knowledge and best-practice processes.
• Identify opportunities to improve paraplanning processes and efficiency.
• Provide coaching or training support to other Paraplanners when appropriate.
• Ensure all work meets regulatory, compliance and departmental standards.

Skills

Paraplanning experience

Pensions & investments

Suitability reports

Regulatory compliance (FCA)

Research & analysis

Communication with Financial Planners

Job description

Role: Paraplanner

Location: Wigan

Working Pattern: Hybrid - 3 days office / 2 days home

Salary: £40,000 - £50,000

About the Role

We are working with an established and forward-thinking financial planning business that is committed to delivering exceptional outcomes for its clients.

They are now looking for an experienced Paraplanner to join their team in Wigan. This is an excellent opportunity for someone looking to develop their career within a supportive, collaborative environment where initiative, technical expertise and personal contribution are genuinely valued.

As a Paraplanner, you will play a key role in supporting Financial Planners throughout the advice process. You will provide high-quality technical research, prepare suitability reports and offer detailed financial planning support, ensuring recommendations are both technically robust and compliant.

You will gain exposure to a broad range of financial planning areas, including pensions, investments, protection, retirement and estate planning.

Key Responsibilities

• Draft accurate and compliant suitability reports based on adviser recommendations.
• Liaise closely with Financial Planners to ensure all information required is complete and accurate.
• Interpret client meeting notes and assist with preparing suitable recommendations.
• Conduct detailed research into existing policies, investments and pensions.
• Obtain illustrations, Key Features documents and supporting information.
• Provide technical guidance and support to Financial Planners.
• Manage your own caseload effectively, ensuring workflow and client records are maintained to a high standard.
• Work collaboratively with advisers, administrators and wider teams to deliver an excellent client experience.
• Maintain strong technical and industry knowledge.
• Support best practice across paraplanning and client-facing processes.
• Identify opportunities to improve paraplanning processes and efficiency.
• Provide coaching, mentoring or training support to other Paraplanners where appropriate.
• Ensure all work meets regulatory, compliance and departmental standards.

About You

We are looking for someone with strong technical paraplanning experience who takes pride in producing accurate, high-quality work.

You will ideally have:

• Previous experience working as a Paraplanner within a financial planning environment.
• Strong knowledge across pensions, investments, protection and retirement planning.
• Experience writing suitability reports.
• Excellent research and analytical skills.
• A strong understanding of FCA/compliance requirements.
• Excellent attention to detail and accuracy.
• The ability to manage your own workload and caseload effectively.
• Strong communication skills and the confidence to work closely with Financial Planners.
• A proactive approach to improving processes and delivering better client outcomes.

What's on Offer?

• Hybrid working - 3 days in the Standish office / 2 days from home
• Opportunity to join an established and growing financial planning business.
• Exposure to a broad range of technical financial planning work.
• Supportive and collaborative working environment.
• Excellent opportunities for professional development.
• Opportunity to contribute ideas and improve processes.
• A role where your technical expertise and contribution are genuinely valued.