Paraplanner

Recruit Wealth Limited; Pittsfield (MA); Hybrid; USD 54,083 - 67,604; Full time

Benefits offered by this job

10% company discretionary bonus

Annual share option issue

Private pension

Death in service of 4x salary

75% of salary after 6 months of absence

25 days holiday increasing to 30

Study leave for relevant exams

Electric vehicle salary sacrifice scheme

Cycle to work scheme

Job summary

Recruit Wealth Limited is seeking an experienced Paraplanner in Pittsfield, Massachusetts. In this role, you will support Financial Advisers by delivering high-quality reports and conducting research. You should have strong technical knowledge in pensions, investments, and tax planning, and be able to communicate complex information clearly. The position offers a highly competitive salary of £40,000 - £50,000 per year, along with numerous benefits such as a company bonus and hybrid working options.

Qualifications

• Previous experience as a Paraplanner within an IFA/Financial Planning environment.
• A solid understanding of compliance and regulatory requirements.
• The ability to work both independently and collaboratively.

Responsibilities

• Preparing accurate and compliant suitability reports and client documentation.
• Conducting technical and product research.
• Ensuring all work meets regulatory standards.

Skills

Strong technical knowledge across pensions, investments and tax planning

Excellent report writing skills

Strong analytical and problem-solving abilities

Strong interpersonal and communication skills

Education

Minimum Diploma qualified

Job description

Recruit Wealth are delighted to be representing once again our well-established and highly respected Financial Planning client that is committed to improving the financial wellbeing of its clients through truly holistic, independent advice.

The Role

As a Paraplanner, you will play a pivotal role in supporting Financial Advisers by delivering high-quality technical and client-focused work. You will be responsible for producing detailed suitability reports, conducting in-depth research, and ensuring all recommendations align with client objectives and regulatory standards. This is a varied, technical role that requires strong analytical ability, attention to detail and the confidence to interpret complex financial information, playing a vital part in the advice process!

Key Responsibilities

• Preparing accurate and compliant suitability reports and client documentation within agreed timescales
• Conducting technical and product research to support financial planning recommendations
• Analysing existing client arrangements and contributing to review processes
• Working closely with Financial Advisers to fully understand client objectives, needs, and financial circumstances
• Ensuring all work meets regulatory standards and internal compliance procedures
• Responding to client and adviser queries with clear, accurate, and professional communication
• Supporting annual review processes in line with service level agreements
• Maintaining up-to-date knowledge of financial products, taxation, and legislation
• Ensuring all CPD requirements are met and recorded

About You

We’re looking for an experienced Paraplanner who thrives in a fast-paced, professional, collaborative environment and takes pride in delivering high-quality work.

You Will Ideally Have

• Previous experience as a Paraplanner within an IFA/Financial Planning environment
• Strong technical knowledge across pensions, investments and tax planning
• Excellent report writing skills with the ability to communicate complex information clearly
• A solid understanding of compliance and regulatory requirements
• Strong analytical and problem-solving abilities
• The ability to work both independently and collaboratively
• Minimum Diploma qualified

Personal Attributes

• Highly organised with excellent attention to detail
• Proactive, self‑motivated, and able to manage your own workload
• Strong interpersonal and communication skills
• A positive, “can‑do” attitude with a solutions‑focused mindset
• Committed to continuous learning and professional development

Whats on offer?

• Highly competitive salary
• Up to 10% company discretionary bonus
• Annual share option issue
• Private pension
• Death in service of 4x salary
• PHI equal to 75% of salary after 6 months of absence
• We Care Employee Assistance Plan
• 25 days holiday increasing by one day annually to a max of 30, plus a day off for your birthday
• Study leave for relevant exams and fully funded
• Electric vehicle salary sacrifice scheme
• Cycle to work scheme

Why Apply?

• Join a growing and reputable financial planning firm
• Work in a supportive, modern, collaborative and professional environment
• Hybrid working, flexible start & finish times
• Exposure to complex and interesting client cases
• Genuine opportunity for career progression and development

Recruit Wealth has supported this business for many years, we hold them in very high regard with their staff retention and reputation across the Financial Planning industry.

Location: Bracknell, Berkshire - Hybrid Working | Salary: £40000 - £50000 per year | Job type: Permanent | Posted: 17/04/2026