Senior Paraplanner | Hybrid Role + Study Support & Growth

Recruit Wealth; High Wycombe; Hybrid; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid/flexible working

25 days holiday

Study support for qualifications

Private pension

Life assurance

Eye-care cover

Paraplanning bonus scheme

Career progression

Annual salary reviews

Adviser Academy

Staff recognition

Job summary

Recruit Wealth in High Wycombe is seeking a Senior Paraplanner to join our growing financial planning team. You will produce high quality suitability reports, conduct product research, support Financial Planners with client reviews, and ensure compliant, well-presented records.

Ideally Chartered or close to, with experience in Intelligent Office, strong analytical skills, and excellent communication. This role offers hybrid working, a clear career path, study support for qualifications, and a

Qualifications

• Prior paraplanning experience within financial advice.
• Chartered status or close to it is preferred.
• Knowledge of Intelligent Office is highly desirable.
• Strong analytical and research capabilities.
• Excellent attention to detail and organisational ability.
• Ability to manage multiple priorities effectively.
• Excellent communication and teamwork skills.
• Solid IT skills: Word, Excel and PowerPoint.

Responsibilities

• Produce high quality suitability reports.
• Conduct detailed research on financial products and strategies.
• Support Financial Planners with client reviews and planning needs.
• Act as technical contact for planners and clients; submit applications.
• Maintain accurate, compliant client records.
• Ensure work complies with FCA and internal standards.

Skills

Paraplanning experience

Chartered status

Analytical skills

Attention to detail

Organisational skills

Communication skills

IT skills (Word, Excel, PowerPoint)

Teamwork

Education

Chartered status or close to

Paraplanning qualification

Tools

Intelligent Office

Job description

Recruit Wealth in High Wycombe is seeking a Senior Paraplanner to join our growing financial planning team. You will produce high quality suitability reports, conduct product research, support Financial Planners with client reviews, and ensure compliant, well-presented records.

Ideally Chartered or close to, with experience in Intelligent Office, strong analytical skills, and excellent communication. This role offers hybrid working, a clear career path, study support for qualifications, and a