Paraplanner (Hybrid) — AI-Driven, Client-Focused

Recruit Wealth Limited; Newbury; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Recruit Wealth Limited is seeking an experienced Paraplanner in Newbury. You’ll join a close-knit, client-focused team delivering holistic financial planning with hybrid working and modern AI-enabled tools.

Requirements include 2+ years paraplanning, Level 4 Diploma in Regulated Financial Planning, and strong knowledge of pensions, investments, trusts and taxation. Location: Newbury, Berkshire. Salary £40,000-£50,000 per year, permanent role with clear career progression.

Qualifications

• 2+ years paraplanning experience
• Excellent knowledge of pensions, investments, trusts and personal taxation
• Experience writing suitability reports and holistic financial planning reports
• Strong analytical, numerical and report-writing skills
• Exceptional attention to detail
• Excellent organisational and time management abilities
• Proactive, dependable and collaborative approach

Responsibilities

• Support senior financial planners with technical research and analysis
• Prepare suitability reports and holistic financial planning reports
• Contribute to sophisticated, holistic financial planning strategies
• Maintain high-quality client documentation and filing practices

Skills

Paraplanning

Analytical skills

Report writing

Education

Level 4 Diploma

Job description

Recruit Wealth Limited is seeking an experienced Paraplanner in Newbury. You’ll join a close-knit, client-focused team delivering holistic financial planning with hybrid working and modern AI-enabled tools.

Requirements include 2+ years paraplanning, Level 4 Diploma in Regulated Financial Planning, and strong knowledge of pensions, investments, trusts and taxation. Location: Newbury, Berkshire. Salary £40,000-£50,000 per year, permanent role with clear career progression.