Paraplanner - Hybrid, Study Leave & Progression

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 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.