Paraplanner (Hybrid) - AI-Driven Financial Planning

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

Benefits offered by this job

Salary £45,000 – £50,000

Job summary

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.

This role offers work-life balance with home working and occasional office contact, and a salary of £45,000–£50,000 depending on experience. AI-enabled workflows help maintain quality and efficiency.

Qualifications

• Minimum of 2 years' Paraplanning experience.
• Excellent knowledge of pensions, investments and complex advice areas.
• Experience writing detailed suitability reports.

Responsibilities

• Prepare detailed suitability reports for clients.
• Support financial planners with holistic financial planning.
• Utilise AI-enabled workflow tools to improve efficiency.

Skills

Paraplanning

Analytical skills

Report writing

Attention to detail

Time management

Collaboration

AI workflows

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Back office systems

AI tools

Job description

Recruit Wealth Ltd in Reading is seeking an experienced Paraplanner to join a boutique, client-centric financial planning firm. You will work with a small team of planners, delivering sophisticated planning with your technical expertise.

This role offers work-life balance with home working and occasional office contact, and a salary of £45,000–£50,000 depending on experience. AI-enabled workflows help maintain quality and efficiency.