Paraplanner

Recruit Wealth Limited; Warwick; Hybrid; GBP 40,000 - 45,000; Full time

Benefits offered by this job

Hybrid working

Private pension

Generous annual holiday allowance

Group Life Cover

Income protection

Company sick pay

Employee Assistance Programme

Financial wellbeing support

Support for professional exams

Job summary

Recruit Wealth Limited is hiring experienced Paraplanners in Warwick to join their financial planning team. The role involves collaborating with Financial Planners, preparing suitability reports, and ensuring compliance. Candidates should have at least 2 years of experience and be DipPFS qualified or close to it. The firm offers a supportive environment, competitive salary, and benefits including hybrid working and professional development opportunities. Apply now for a rewarding career within this respected financial firm.

Qualifications

• At least 2 years’ experience in a Paraplanning role.
• Strong analytical ability with excellent attention to detail.
• Confident communicator with strong client service awareness.

Responsibilities

• Work alongside Financial Planners to understand client objectives.
• Gather and analyze client information to build a financial picture.
• Prepare comprehensive financial suitability reports for adviser approval.

Skills

Paraplanning experience

Knowledge of pensions and investments

Financial analysis

Client service awareness

Organizational skills

Attention to detail

Education

DipPFS or close to qualification

Tools

Financial planning systems

Job description

Overview

Paraplanner vacancy represented by Recruit Wealth. Our client is a nationally recognised financial planning and wealth management brand, delivering independent, expert financial advice with exceptional client service. Their mission is to make a genuine difference to clients’ lives by helping them achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is expanding across the UK and is seeking experienced Paraplanners to join several regional teams and offices.

The Opportunity

This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking financial planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will deliver high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.

Your Responsibilities

• Working alongside Financial Planners to understand client objectives and financial planning needs
• Assisting in gathering and analysing client information to build a complete financial picture
• Ensuring all information obtained is aligned with internal policy
• Identifying planning opportunities and researching appropriate solutions to meet client goals
• Assisting with tax calculations and planning strategies where required
• Preparing comprehensive financial suitability reports and recommendations for adviser approval
• Ensuring all compliance documentation is complete and accurate prior to presenting advice
• Preparing supporting documentation and recommendation packs for clients
• Ensuring all signed client authorisations are in place before any transaction is implemented

Skills, Experience & Desirable Attributes

• At least 2 years’ experience in a Paraplanning role
• Strong knowledge of pensions, investments and financial planning processes
• DipPFS qualified or very close to being qualified and wanting to study further
• Experience preparing financial suitability reports and conducting research
• Strong analytical ability with excellent attention to detail
• Confident communicator with strong client service awareness
• Highly organised with the ability to prioritise and manage multiple cases
• Comfortable working with financial planning systems and research tools
• Professional, dependable and able to work effectively both independently and as part of a team
• Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support

What’s On Offer

Our client is known for creating a positive, supportive and professional working environment where employees are valued and encouraged to develop their careers.

Benefits Include

• Competitive salary
• Hybrid working
• Private pension
• Generous annual holiday allowance with increases based on length of service
• Group Life Cover, x4 salary
• Income protection
• Company sick pay
• Employee Assistance Programme
• Financial wellbeing support
• Full support for professional exams and continuous professional development
• Clear progression opportunities within the financial planning team

These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing financial planning firm where their expertise is valued and career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in high regard and welcomes applications from individuals seeking a long-term, rewarding career within a progressive advisory firm.

Apply to Recruit Wealth for an immediate response.

Location: Warwick, Warwickshire - Hybrid Working | Salary: £40,000 - £45,000 per year | Job type: Permanent | Posted: 16/03/2026

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