Paraplanner - Hybrid Role with Study Support & Growth

Recruit Wealth Ltd; Leeds; Hybrid; GBP 32,000 - 42,000; Full time

Benefits offered by this job

Hybrid/flexible working

Private pension

Life assurance

Staff recognition and annual awards

CPD study support

Adviser Academy and clear career paths

Job summary

Recruit Wealth Ltd, a leading UK financial planning group, is expanding its Leeds hub and seeks a capable Paraplanner. You will support Financial Planners with high-quality suitability reports, product research, and maintain accurate, compliant client records in a collaborative team.

Ideally you hold a Diploma and are willing to study further; Intelligent Office experience is desirable; strong analytical, organisational and communication skills are essential.

Qualifications

• Previous paraplanning experience with financial advice.
• Diploma qualification and willingness to study further.
• Experience with Intelligent Office is highly desirable.
• Strong analytical and research skills.
• Outstanding attention to detail and organisational ability.
• Ability to manage multiple priorities and meet deadlines.
• Excellent communication and teamwork skills.
• Proficient IT skills: Word, Excel and PowerPoint.

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

Paraplanning experience

Analytical skills

Research skills

Attention to detail

Organisational ability

Communication skills

Teamwork

Multitasking

Education

Diploma qualification

Willing to study further

Tools

Intelligent Office

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Recruit Wealth Ltd, a leading UK financial planning group, is expanding its Leeds hub and seeks a capable Paraplanner. You will support Financial Planners with high-quality suitability reports, product research, and maintain accurate, compliant client records in a collaborative team.

Ideally you hold a Diploma and are willing to study further; Intelligent Office experience is desirable; strong analytical, organisational and communication skills are essential.