Paraplanner: High-Impact Planning & Study Support

Recruit Wealth; Rotherham; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Birthday off

Paraplanning bonus scheme

Annual salary reviews

Study support for qualifications

Career progression paths

Private pension

Life assurance

Eye-care cover

Job summary

Recruit Wealth is expanding its paraplanning team in the Rotherham regional hub. The Paraplanner will support Financial Planners to deliver high quality, personalised financial planning solutions for clients.

You will work closely with experienced Financial Planners, contributing to a collaborative and professional financial planning environment with clear career progression and study support.

Qualifications

• Strong analytical and research skills are essential.
• Excellent attention to detail and organisational ability are required.
• Outstanding communication and teamwork skills are important.
• Strong IT skills including Word, Excel and PowerPoint are necessary.

Responsibilities

• 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.

Skills

Analytical skills

Research skills

Attention to detail

Organisational ability

Communication & teamwork

IT skills (Word, Excel, PowerPoint)

Education

Diploma qualified

Willing to study further

Tools

Intelligent Office

Job description

Recruit Wealth is expanding its paraplanning team in the Rotherham regional hub. The Paraplanner will support Financial Planners to deliver high quality, personalised financial planning solutions for clients.

You will work closely with experienced Financial Planners, contributing to a collaborative and professional financial planning environment with clear career progression and study support.