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- Tasks: Compile financial reports and support planners in finding the best solutions for clients.
- Company: Join a fast-growing, award-winning financial planning business with a supportive culture.
- Benefits: Enjoy 25 days holiday, hybrid working, bonuses, and study support for professional exams.
- Other info: Great career progression opportunities and a friendly team atmosphere.
- Why this job: Make a real impact in finance while developing your skills in a dynamic environment.
- Qualifications: Experience in financial advice and strong communication skills are essential.
The predicted salary is between 40000 - 45000 £ per year.
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 & expansion, 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.
- 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.
- 25 days holiday plus bank holidays.
- Option to purchase a further 5 days holiday.
- Day off for your Birthday.
- Quarterly paraplanning bonuses.
- 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 has supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Location: Haywards Heath, West Sussex | Salary: £40000 - £45000 per year | Job type: Permanent | Posted: 09/12/2025
Paraplanner in Haywards Heath employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Haywards Heath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at companies like the one you're eyeing. A friendly chat can sometimes lead to a referral, which is golden!
✨Tip Number 2
Prepare for the interview by researching the company inside out. Know their services, values, and recent news. This shows you’re genuinely interested and helps you tailor your answers to what they care about.
✨Tip Number 3
Practice makes perfect! Get a mate to do a mock interview with you. Focus on common paraplanner questions and your responses. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Paraplanner in Haywards Heath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to mention your analytical and problem-solving skills, as well as your experience with software like IO/Intelligent Office. We’re keen on seeing how you can help us provide top-notch service to our clients.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest products and legislation, as well as the company's services. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Paraplanning Skills
Be ready to discuss your experience in compiling financial reports and conducting product research. Prepare examples of how you've supported financial planners in the past, as this will demonstrate your capability and fit for the role.
✨Communicate Clearly
Outstanding communication skills are a must for this position. Practice explaining complex financial concepts in simple terms. This will not only help you during the interview but also show that you can effectively communicate with clients.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational abilities, think of ways to showcase your multitasking skills. You could mention specific tools or methods you use to manage workloads and ensure compliance, which will highlight your reliability and adaptability.