Paraplanner — Boutique, Remote & AI-Driven Advisory

Recruit Wealth Ltd; England; Remote; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Home working

AI-enabled workflow tools

Excellent development opportunities

Job summary

Recruit Wealth Ltd in the United Kingdom is seeking an experienced Paraplanner who values technical excellence and a healthy work-life balance. You will join a boutique firm where client relationships come first and your paraplanning expertise informs sophisticated, holistic financial planning, alongside a small team of seasoned Financial Planners.

The role offers home working with very occasional office contact, and a salary of £45,000 - £50,000 depending on experience and qualifications, with

Qualifications

• Minimum of 2 years' Paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Excellent technical knowledge of pensions, investments and complex advice areas.
• Experience writing detailed suitability reports.
• Strong analytical, numerical and report-writing skills.
• Exceptional attention to detail.
• Excellent organisational and time management abilities.
• A proactive, dependable and collaborative approach.
• Embrace technology, back office systems and AI.
• Experience working within an IFA, Wealth Management or Financial Planning environment.

Responsibilities

• Join a small team of experienced Financial Planners to contribute to holistic financial planning.
• Use technical paraplanning expertise to shape optimal client outcomes.
• Utilise AI-enabled workflow tools to improve efficiency while preserving quality.
• Deliver outstanding advice and build long-term client relationships.

Skills

Paraplanning

Analytical skills

Report-writing

Time management

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Recruit Wealth Ltd in the United Kingdom is seeking an experienced Paraplanner who values technical excellence and a healthy work-life balance. You will join a boutique firm where client relationships come first and your paraplanning expertise informs sophisticated, holistic financial planning, alongside a small team of seasoned Financial Planners.

The role offers home working with very occasional office contact, and a salary of £45,000 - £50,000 depending on experience and qualifications, with