Paraplanner

Recruit Wealth; Warwick; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Hybrid working/Flexible Working

Competitive salary

Private pension

Generous holiday allowance

Group Life Cover (4x salary)

Income protection

Employee Assistance Programme

Financial wellbeing support

Support for professional exams and CPD

Clear progression opportunities

Job summary

Recruit Wealth is seeking experienced Paraplanners to join several regional teams & offices. You will work closely with Financial Planners and IFA Administrators to deliver well-researched, compliant financial planning solutions.

You will gather client information, prepare detailed suitability reports and ensure all documentation is in place before advice is presented. Hybrid working, strong support for exams and development are offered.

Qualifications

• 2+ years' paraplanning experience.
• Strong knowledge of pensions, investments and financial planning processes.
• Experience preparing financial suitability reports and conducting research.
• Confident communicator with strong client service awareness.
• Highly organised with the ability to prioritise and manage multiple cases.

Responsibilities

• Work alongside Financial Planners to understand client objectives and financial planning needs.
• Assist in gathering and analysing client information to build a complete financial picture.
• Ensure all information aligns with internal policy.
• Identify planning opportunities and research suitable solutions.
• Assist with tax calculations and planning strategies as required.
• Prepare comprehensive financial suitability reports and recommendations for adviser approval.
• Ensure compliance documentation is complete and accurate before presenting advice.
• Prepare supporting documentation and recommendation packs for clients.
• Ensure signed client authorisations are obtained before any transaction.

Skills

Analytical skills

Attention to detail

Client communication

Organisation

Education

Diploma in Financial Planning

Tools

Financial planning software

Job description

Recruit Wealth are delighted to be representing one of the UK's most recognised and highly respected national Financial Planning and Wealth Management names.

Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful - to make a genuine difference to people's lives by helping clients achieve financial security and live the life they deserve.

With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & 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 play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.

Your responsibilities will include:

• 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
• Diploma qualified or very close to being qualified
• 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 genuinely valued and encouraged to develop their careers.

Benefits include:

• Competitive salary
• Hybrid working/Flexible 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 their 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 extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm.