Paraplanner - Hybrid Wealth Planning with Study Support

Recruit Wealth

Guiseley

Hybrid

GBP 32,000 - 40,000

Full time

4 days ago

Be an early applicant

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Benefits offered by this job

25 days holiday

Birthday off

Paraplanning bonus

Annual salary reviews

Study support for qualifications CPD

Adviser Academy and career progression

Staff recognition and annual awards

Hybrid/flexible working

Private pension

Life assurance

Corporate eye-care cover

Job summary

Recruit Wealth in Leeds is seeking a technically strong Paraplanner to support experienced Financial Planners in delivering high-quality, personalised planning solutions. You will integrate with a high-performing team, providing detailed reports and research while ensuring compliance and client service excellence.

The role offers a collaborative culture, hybrid/flexible working, and strong progression opportunities as the firm expands across the UK.

Qualifications

Paraplanning experience in financial advice is preferred.
Diploma qualification and willingness to study further.
Experience with Intelligent Office is highly desirable.
Strong analytical and research skills.
Excellent attention to detail and organisational ability.
The ability to manage multiple priorities effectively.
Outstanding communication and teamwork skills.
Strong IT skills including 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.