Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!?
We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice.
Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service.
With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business.
This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients.
Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most – delivering outstanding advice and building long-term client relationships.
Why You'll Love This Opportunity
Join a respected independent boutique Financial Planning firm
Work within a genuinely client-centric, relationship-led business
Be part of a small, collaborative team where your contribution is recognised and valued
Home working with very occasional office contact
Salary of £45,000 - £50,000, depending on experience and qualifications
Modern AI-enabled systems designed to enhance efficiency without compromising quality
Excellent long-term development opportunities in a fast growing, privately owned business
About You
You'll already have excellent Paraplanning ability and enjoy the technical side of the role.
You'll ideally have:
A minimum of 2 years' Paraplanning experience
Lev...
Paraplanner in Oxford employer: Recruit Wealth Careers
Join one of the UK's fastest-growing financial planning firms in Rochdale, where you will benefit from a supportive and collaborative work culture that prioritises client outcomes. With a strong emphasis on employee growth, you will inherit an established client base while enjoying comprehensive in-house support and a competitive benefits package, making this an ideal opportunity for experienced Financial Planners seeking a rewarding career path. The company's commitment to transparency and excellence ensures a fulfilling environment for those looking to make a meaningful impact in the financial sector.
