Paraplanner

Recruit Wealth Ltd; Reading; Remote; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Salary £45,000 – £50,000

Job summary

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.

This role offers work-life balance with home working and occasional office contact, and a salary of £45,000–£50,000 depending on experience. AI-enabled workflows help maintain quality and efficiency.

Qualifications

• Minimum of 2 years' Paraplanning experience.
• Excellent knowledge of pensions, investments and complex advice areas.
• Experience writing detailed suitability reports.

Responsibilities

• Prepare detailed suitability reports for clients.
• Support financial planners with holistic financial planning.
• Utilise AI-enabled workflow tools to improve efficiency.

Skills

Paraplanning

Analytical skills

Report writing

Attention to detail

Time management

Collaboration

AI workflows

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Back office systems

AI tools

Job description

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.