Paraplanner

Recruit Wealth Limited; South Yorkshire; Hybrid; GBP 38,000 - 40,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday off

Quarterly paraplanning bonus scheme

Full study support for professional qualifications

Hybrid/flexible working

Private pension

Life assurance

Corporate eye-care cover

Job summary

Recruit Wealth Limited is seeking a Paraplanner in Rotherham, South Yorkshire. You will support Financial Planners, ensuring high levels of client service and producing suitability reports.

The ideal candidate will have previous paraplanning experience, strong analytical skills, and excellent attention to detail. This role offers the potential for career progression and includes benefits such as 25 days holiday, a quarterly bonus scheme, and hybrid working.

Qualifications

• Previous paraplanning experience with financial advice is required.
• Willingness to study further for professional qualifications.
• Confidence to manage multiple priorities effectively.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews.

Skills

Analytical skills

Attention to detail

Communication skills

Teamwork

IT skills

Education

Diploma qualified

Tools

Intelligent Office

Word

Excel

PowerPoint

Job description

Paraplanner – Rotherham, South Yorkshire

Recruit Wealth is representing one of the UK’s fastest growing and highly regarded national Financial Planning names. The award‑winning business delivers a holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services, supported by private equity and ambitious growth plans.

The Role

As a Paraplanner you will support Financial Planners and ensure clients receive the highest standard of advice and service. You will work closely with experienced planners to deliver high‑quality, personalised financial planning solutions.

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 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 with financial advice
• Diploma qualified and willing to study further
• 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
• 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

Location: Rotherham, South Yorkshire, United Kingdom
Salary: £38,000 – £40,000 per year
Job type: Permanent
Posted: 01/06/2026