Paraplanner (Trainee or Experienced) - IFA Hybrid Role

WEALTHLINK RECRUITMENT LTD; United Kingdom; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A financial services recruitment agency is seeking a Paraplanner (Trainee or Experienced) for a hybrid role based in Ewloe. The ideal candidate will support IFA advisers with reporting, product research, and client documentation. The role offers a competitive salary of GBP50,000, depending on qualification level, alongside a comprehensive benefits package including medical insurance and pension scheme.

Benefits

Royal London auto-enrolment pension scheme

4 x salary death in service cover

Bupa PMI (Private Medical Insurance)

23 days holiday plus 3 days at Christmas

Option to buy, sell, or carry over up to 5 days holiday

Exam and revision funding

Charity and social events throughout the year

Fee-free financial health checks/advice

Free parking at the Ewloe office

Qualifications

• Completed most of the Diploma exams and has some practical experience in an IFA environment.
• Diploma-qualified individuals are preferred, with Chartered status beneficial for higher salary.
• Prior experience within an IFA practice is advantageous.

Responsibilities

• Prepare detailed reports based on financial analysis and client information.
• Conduct research on various financial products to support recommendations.
• Assist advisers in maintaining client relationships and preparing documents.
• Ensure client files are compliant with industry regulations.
• Support advisers with technical queries and product research.

Skills

Diploma qualification

Previous IFA experience

Strong written communication skills

Proficient in financial planning tools

Detail-oriented

Team collaboration

Education

Diploma in financial services

Tools

Microsoft Office

Job description

Job Title: Paraplanner (Trainee or Experienced) - HybridLocation: Ewloe (Consideration for Liverpool-based candidates)Salary: GBP50,000 (depending on qualification level)

About the Role:

We are actively recruiting for Paraplanners to join a growing financial services team, ideally based at our Ewloe office. We are open to considering candidates based in Liverpool, with flexibility for hybrid working arrangements. Whether you are an experienced, Diploma-qualified Paraplanner, or a trainee paraplanner who has worked through most of the Diploma exams and has some experience within an IFA practice, we would love to hear from you.

As a Paraplanner, you will play a vital role in supporting IFA advisers, preparing comprehensive reports, researching financial products, and ensuring that all client documentation meets the regulatory standards.

Key Responsibilities:

• Research & Report Writing: Prepare detailed reports based on financial analysis and client information, ensuring that all recommendations align with the clients' goals.

• Financial Product Analysis: Conduct research on a variety of financial products and services to support the adviser's recommendations.

• Client Liaison Support: Assist advisers in maintaining relationships with clients by preparing documents, answering client queries, and providing technical support.

• Compliance & Documentation: Ensure all client files are compliant with industry regulations, including maintaining up-to-date records and accurate documentation.

• Technical Support: Support advisers with technical queries, product research, and provide paraplanning services that enhance client outcomes.

Skills & Experience:

• Trainee Paraplanner: Ideally, you will have completed most of the Diploma exams and have some practical experience in an IFA environment.

• Experienced Paraplanner: Diploma-qualified individuals are preferred, with Chartered status rewarded with higher salary potential.

• IFA Experience: Prior experience within an IFA practice is highly advantageous, especially working on research, report writing, and financial product analysis.

• Strong written communication skills, with a keen eye for detail and accuracy in report preparation.

• Proficiency in using financial planning tools and Microsoft Office applications.

• Ability to work both independently and as part of a team in a busy, client-focused environment.

Benefits Package:

• Royal London auto-enrolment pension scheme.

• 4 x salary death in service cover.

• Bupa PMI (Private Medical Insurance).

• 23 days holiday, plus 3 days at Christmas and bank holidays.

• Option to buy, sell, or carry over up to 5 days holiday.

• Exam and revision funding with time off for studies.

• Bupa medical expenses cash-back plan.

• Charity and social events throughout the year.

• Fee-free financial health checks/advice and discounted ongoing advice service.

• Free parking at the Ewloe office.

If you are a Paraplanner looking to progress your career in a supportive environment, we encourage you to apply now!