Remote Paraplanner - Boutique, AI-Driven Financial Planning

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

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.