Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one the UK's best known national Financial Planning and Wealth Management businesses. Offering independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition. The companies mission is to make a positive difference to people's lives and finances and to help their clients live the life they want and deserve. With over 30 offices nationally and over 200 qualified Financial Planners, the business is a prominent and recognised name in the Financial Planning space. Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced Paraplanners to join many of their regional hubs. Paraplanner - Role Profile Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary. Ensure information collected and collated about and from the client, is in accordance with the principles of 'know your client' and company policy Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign. Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs Skills, Experiences & Highly Desirables An individual who possesses at least 2 years' experience in a Paraplanning role, ideally from an independent advisory firm Experience working with a variety of products and will have a good understanding of the whole financial process. DipPFS qualified or equivalent Level 4 qualification and willingness to study further Quality Service Delivery Demonstrating good client communication and relationships Team working and collaboration Planning and Prioritising Ability to work effectively and efficiently Using specialist, IT software systems Adhering to Operational and business processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Ability to achieve agreedoutcomes without supervision What's on offer? Private Pension Excellent annual holiday allowance with increase on length of service Group Life cover 4x salary Income protection Company sick pay Employee Assistance Program Financial wellbeing Progression Annual reviews on salary/performance via management and human resources Support for continuous professional development Hybrid working Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture. Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry. We hold the business in extremely high regard and welcome applications as soon as possible. Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Maidstone regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Maidstone regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Newcastle regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Newcastle regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Stoke-on-Trent regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Stoke-on-Trent regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Haywards Heath regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Haywards Heath regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Belfast regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
Mar 18, 2026
Full time
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & acquisition, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Belfast regional hub, one of 50+ national offices. Responsibilities: Compiling detailed financial planning reports for the Financial Planners to present to clients Support the Financial Planners by conducting research on products and helping find the right solutions for clients Assisting with reviews and requests, acting as a point of contact for clients technical day-to-day queries Arranging for plans to be submitted to company providers Maintain client records on company software, ensuring all files are well-presented, accurate and compliant. Prepare client review packs and conduct Illustration requests. Keep up to date with financial products and legislation. Comply with all firm and industry guidelines, rules and regulations. Role Requirements: Experience in a financial advice firm and paraplanner skills is essential. Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience. Experienced in using IO/Intelligent Office software ideally A reliable individual who has the ability to manage and prioritise workloads. Outstanding communication skills at all levels. Analytical and problem-solving skills. Experience of working as part of a team. Excellent organisational and multi-tasking abilities are essential. Flexibility/ adaptability to cope with change. Confident with IT and office software packages Word, Excel, PowerPoint. Benefits of joining the business: Quarterly paraplanning bonuses, 25 days holiday plus bank holidays, Day off for your Birthday, Annual salary reviews, Staff awards, Study support for professional industry exams, Adviser Academy if desired, Progression, Holiday Purchase Scheme, Life Assurance, Private pension, Corporate Eyecare cover, Flex/Hybrid working. This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response
