Paraplanner — Hybrid Role with Career Progression

Recruit Wealth Limited; West Bromwich; Hybrid; GBP 40,000 - 45,000; Full time

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

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.