Paraplanner

Recruit Wealth Limited

West Bromwich

Hybrid

GBP 40,000 - 45,000

Full time

14 days+

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Benefits offered by this job

Competitive salary

Hybrid working

Private pension

Generous annual holiday allowance

Group Life Cover, x4 salary

Income protection

Company sick pay

Employee Assistance Programme

Financial wellbeing support

Support for professional exams

Job summary

Recruit Wealth Limited is seeking a Paraplanner to support Financial Planners in delivering high-quality financial planning solutions. The role includes gathering client information, preparing financial suitability reports, and ensuring compliance. Candidates should have at least 2 years of Paraplanning experience, strong knowledge of pensions and investments, and be DipPFS qualified or close to it. The position offers hybrid working, a competitive salary of £40,000 – £45,000, and numerous benefits including a private pension and generous holidays.

Qualifications

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.
Experience preparing financial suitability reports.
Strong analytical ability with excellent attention to detail.

Responsibilities

Work alongside Financial Planners to understand client objectives.
Assist in gathering and analysing client information.
Ensure compliance documentation is complete and accurate.
Prepare financial suitability reports for adviser approval.
Identify planning opportunities and research solutions.

Skills

Paraplanning experience

Knowledge of pensions and investments

DipPFS qualification

Financial suitability reports preparation

Analytical ability

Client service awareness

Organizational skills

Teamwork

Job description

Paraplanner

Join a national financial planning firm where Paraplanners play an integral role in the advice process. You will work closely with Financial Planners and IFA Administrators to deliver high‑quality, compliant financial planning solutions.

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 & Qualifications

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

Benefits