Paraplanner: Hybrid Role with Growth & Exam Support

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

Benefits offered by this job

Hybrid working

Private pension

Generous holiday allowance

Group Life Cover

Income protection

Employee Assistance Programme

Professional exams support

Career progression

Job summary

Recruit Wealth Limited in Bromsgrove, Worcestershire is seeking an experienced Paraplanner to join a growing Financial Planning team. You will support Financial Planners, prepare reports, and help build comprehensive financial plans.

The role offers hybrid working, a salary of £40,000-£45,000 per year, and full professional development support, with clear progression opportunities within a well-respected national firm.

Qualifications

• At least 2 years’ experience in a Paraplanning role.
• Strong knowledge of pensions, investments and financial planning processes.
• Diploma qualified or very close to being qualified.
• Experience preparing financial suitability reports and conducting research.
• Strong analytical ability with excellent attention to detail.

Responsibilities

• Work alongside Financial Planners to understand client objectives and needs.
• Assist in gathering and analysing client information to build a financial picture.
• Ensure information aligns with internal policy and compliance.
• Identify planning opportunities and research suitable solutions.
• Assist with tax calculations and planning strategies where required.
• Prepare financial suitability reports and recommendations for adviser approval.
• Prepare supporting documentation and client packs.

Skills

Paraplanning experience

Pensions & investments knowledge

Attention to detail

Client service orientation

Education

Diploma qualification

Tools

Research tools

Job description

Recruit Wealth Limited in Bromsgrove, Worcestershire is seeking an experienced Paraplanner to join a growing Financial Planning team. You will support Financial Planners, prepare reports, and help build comprehensive financial plans.

The role offers hybrid working, a salary of £40,000-£45,000 per year, and full professional development support, with clear progression opportunities within a well-respected national firm.