Paraplanner

Recruit Wealth Ltd; Stoke-on-Trent; Hybrid; GBP 30.000 - 42.000; Vollzeit

Benefits dieser Stelle

Hybrid/flexible working

Private pension

Life assurance

Annual salary reviews

Study/exam support for qualifications

Adviser Academy and career progression

Staff recognition

Zusammenfassung

Recruit Wealth Ltd (Stoke-on-Trent) is hiring a skilled Paraplanner to support Financial Planners and deliver high-quality, personalised financial planning solutions. You will research products, prepare suitability reports and manage applications, while ensuring compliance and accuracy across client records.

The role emphasises collaboration, technical proficiency, and a strong client service ethos. The firm offers hybrid/flexible working and substantial study/support for professional

Qualifikationen

• Paraplanning experience in financial advice or wealth management.
• Diploma qualification or close to it.
• Strong analytical and research skills.
• Excellent attention to detail and organisation.

Aufgaben

• 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.

Kenntnisse

Paraplanning experience

Analytical skills

Attention to detail

Teamwork

IT skills

Ausbildung

Diploma qualification

Tools

Intelligent Office

Microsoft Word

Microsoft Excel

PowerPoint

Jobbeschreibung

This award winning business provides a holistic, whole of market 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 client demand, a new opportunity has been created for a talented Paraplanner to join their Stoke regional office.

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 an experienced 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 on-going 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 within financial advice and/or wealth management
• Ideally Diploma qualified already (or very close to)
• Experience with Intelligent Office would highly desirable but not essential
• Proven 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 and using advisory back office systems

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 schemes
• Hybrid/flexible working
• Private pension
• Life assurance
• Corporate eye-care cover
• Annual salary reviews
• Full study/exam support for professional qualifications and further professional development
• Adviser Academy if desired and/or other clear career progression pathways
• Staff recognition and annual awards

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.