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.