Paraplanner

Recruit Wealth; Massachusetts; Hybrid; USD 61,000 - 68,000; Full time

Benefits offered by this job

Home working

Office visits

Job summary

Recruit Wealth, a boutique Financial Planning firm, seeks an experienced Paraplanner who values technical excellence and work‑life balance. You will join a small, client‑centric team delivering holistic planning with a focus on quality over quantity.

You will work with senior planners, contribute to pension, investment, trust and tax analyses, and prepare suitability and holistic reports while embracing AI-enabled workflows to boost efficiency.

Qualifications

• Minimum 2 years' paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning (or equivalent).
• Strong knowledge of pensions, investments, trusts and personal taxation.
• Experience writing suitability reports and holistic financial planning reports.
• Strong analytical, numerical and report-writing skills.
• Exceptional attention to detail.
• Excellent organisational and time management abilities.
• Proactive, dependable and collaborative approach.
• Embrace technology, back office systems and AI.
• Experience working within an IFA, Wealth Management or Financial Planning environment.

Skills

Paraplanning

Analytical skills

Report writing

Time management

Attention to detail

Pensions

Investments

Trusts

Personal taxation

Team collaboration

AI / technology adoption

Industry experience

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!?

We're delighted to be representing a truly independent boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice.

Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service.

With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a much smaller, agile organisation.

This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients.

Combining traditional values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most - delivering outstanding advice and building long-term client relationships.

Why You'll Love This Opportunity

• Join a respected independent boutique Financial Planning firm
• Work within a genuinely client-centric, relationship-led business
• Be part of a small, collaborative team where your contribution is recognised and valued
• Home working with occasional office contact
• Salary of £45,000 - £50,000, depending on experience and qualifications
• Modern AI-enabled systems designed to enhance efficiency without compromising quality
• Excellent long‑term development opportunities in a fast‑growing, privately owned business

About You

You’ll already have excellent Paraplanning ability and enjoy the technical side of the role.

You’ll ideally have:

• A minimum of 2 years' Paraplanning experience
• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Excellent technical knowledge of pensions, investments, trusts and personal taxation
• Experience writing suitability reports and holistic financial planning reports
• Strong analytical, numerical and report‑writing skills
• Exceptional attention to detail
• Excellent organisational and time management abilities
• A proactive, dependable and collaborative approach
• Embrace technology, back office systems and AI
• Experience working within an IFA, Wealth Management or Financial Planning environment

If you’re an experienced Paraplanner looking to join a business that combines technical excellence with genuine work‑life flexibility, collaboration we’d love to hear from you.