Paraplanner

Recruit Wealth Ltd • Permanent • Birmingham, West Midlands, England, United Kingdom • £40k - £45k / year • 8h ago

1 Day Per Week in the Office | Flexible Working Hours | Early Finish Every Friday | Excellent Benefits

Looking to further your Paraplanning career with all the flexibility you could ever wish for!?

If you're an experienced Paraplanner who enjoys the technical side of financial planning and wants to work for a modern, supportive and growing Financial Planning business, this could be the opportunity you've been waiting for.

We're recruiting on behalf of one of the UK's most respected, Independent Financial Planning names, who are continuing to invest heavily in their Paraplanning function.

Their technical teams are highly regarded internally, with Paraplanners playing a central role in delivering exceptional client outcomes rather than simply producing reports.

You'll be joining a collaborative environment where your knowledge is respected, your opinion is valued and your career development is actively encouraged.

Whether your passion lies in technical research, cashflow modelling or producing high-quality suitability reports, you'll have the opportunity to work alongside experienced Financial Planners and help deliver truly holistic financial advice.

What's on offer?

Just one day required in the office during the working week
Flexible working hours throughout the week
Early finish every Friday to kick-start your weekend
28 days annual leave plus Bank Holidays
Your birthday off every year
Excellent employer pension contribution
Income Protection
Death in Service cover
MediCash healthcare, GP access, wellbeing support.
Ongoing professional development through an industry leading internal academy
Genuine career progression within a growing national Financial Planning business
Supportive, flexible, friendly and highly collaborative culture

The Role

Working closely with a team of experienced Financial Planners, you'll provide first-class technical support and help deliver tailored financial planning solutions for a wide range of clients.

Your responsibilities will include:

Producing detailed and personalised suitability reports
Conducting technical research across pensions, investments, protection and tax planning
Building and maintaining accurate cashflow models
Preparing recommendations that support holistic financial planning
Liaising with clients and professional introducers including accountants and solicitors
Assisting with advice implementation and maintaining high compliance standards
Supporting Financial Planners throughout the advice process from recommendation through to implementation
Ensuring FCA and Consumer Duty principles remain at the heart of every client outcome

About You

You'll already have experience working as a Paraplanner within a Financial Planning or Wealth Management environment and be passionate about delivering exceptional technical work.

You'll ideally have:

Level 4 Diploma in Regulated Financial Planning (or equivalent)
Previous Paraplanning experience within an Independent Financial Planning or Wealth Management business
Strong knowledge of pensions, investments and tax-efficient planning
Excellent suitability report writing skills
Experience using cashflow modelling software and financial planning technology
Outstanding attention to detail and strong analytical ability
A proactive attitude with a genuine desire to continue developing your technical expertise

Why Apply?

This is a business that genuinely invests in its people, offers outstanding flexibility that is rarely seen with other employers
Recognises that Paraplanners are fundamental to delivering exceptional financial advice and championed

If you're looking for a Paraplanning role where you'll be appreciated, supported and given every opportunity to develop your career, we'd love to hear from you.

Apply to us here at Recruit Wealth for an informal conversation.

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