Job Title: Paraplanner
Industry: Financial Planning / Financial Services
Locations: Edgbaston / Warwick
Salary: Up to £40,000 (dependent on experience)
Job Description:
Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a growing Independent Financial Advice firm within our Nationwide client.
The purpose of this role is to work closely with Financial Planners to deliver a high-quality, compliant, and professional service to clients. You will play a key role in supporting the advice process by conducting research, producing suitability reports, and ensuring all recommendations meet regulatory and company standards.
Key Responsibilities
- Work closely with Financial Planners to understand client objectives and assist Financial Services Administrators in gathering required information
- Assist in identifying financial planning opportunities and sourcing suitable solutions, including preparation of tax calculations where required
- Ensure all required compliance documentation is present and correct prior to submission of suitability reports
- Prepare suitability reports and recommendations for Financial Planner approval in line with company policy
- Prepare associated client documentation and ensure signed declarations and authorisations are in place prior to any transactions
What's in it for you?
- Salary up to £40,000 depending on experience
- Auto enrolment pension
- 23 days annual leave plus bank holidays
- Group Life cover
- Income protection
- Company sick pay
- Employee Assistance Programme
- Financial wellbeing support
Skills and Experience Required
- Minimum of 2 years' experience in a Paraplanning role within an Independent Financial Adviser
- DipPFS qualified or equivalent Level 4 qualification
- Experience working across a broad range of financial products
- Strong understanding of the end-to-end financial planning process
About Recruit UK
Recruit UK are specialists in financial services recruitment, offering deep market insight and access to a network of over 100,000 financial services professionals. We work closely with candidates to understand their experience, motivations, and long-term goals.
Our commitment to you
- Start every journey with an in-depth conversation
- Provide honest feedback on where you sit in the market
- Use our network to match you with the right opportunity
- Take a holistic approach - career happiness goes beyond salary
- UK-wide reach with a strong local presence
- Never pester you
Paraplanner in Warwick employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
