Hybrid Paraplanner: Growth‑Focused Financial Planning in High Wycombe

Hybrid Paraplanner: Growth‑Focused Financial Planning in High Wycombe

High Wycombe Full-Time 40000 - 50000 £ / year (est.) No working from home possible
Recruit Wealth Limited

At a Glance

  • Tasks: Support Financial Planners by researching products and preparing personalised financial planning solutions.
  • Company: Join Recruit Wealth Limited, a dynamic team in High Wycombe.
  • Benefits: Enjoy flexible working, study support for qualifications, and a collaborative environment.
  • Other info: Great opportunity for career growth in a supportive team.
  • Why this job: Make a real difference in clients' lives while developing your financial expertise.
  • Qualifications: A passion for finance and strong research skills are essential.

The predicted salary is between 40000 - 50000 £ per year.

Recruit Wealth Limited is seeking a Paraplanner in High Wycombe to support Financial Planners with high-quality, personalised financial planning solutions.

You will research products, prepare suitability reports and manage client records in line with FCA guidance.

The role offers a collaborative team environment, study support for qualifications, and a hybrid/flexible working model to balance client needs and professional development.

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Hybrid Paraplanner: Growth‑Focused Financial Planning in High Wycombe employer: Recruit Wealth Limited

Recruit Wealth Limited is an excellent employer, offering a supportive culture that prioritises employee well-being and professional growth. Located in Taunton, the company provides a range of benefits including hybrid working options, 28 days of holiday, and private medical insurance, making it an attractive place for those seeking a rewarding career in financial services.

Recruit Wealth Limited

Contact Details:

Recruit Wealth Limited Recruitment Team

We think you need these skills to ace Hybrid Paraplanner: Growth‑Focused Financial Planning in High Wycombe

Research Skills
Report Writing
Client Management
FCA Compliance Knowledge
Financial Planning
Attention to Detail
Communication Skills