At a Glance
- Tasks: Support Financial Planners by producing reports and conducting detailed research.
- Company: Award-winning firm with a collaborative culture and ambitious growth plans.
- Benefits: 25 days holiday, hybrid working, study support, and annual salary reviews.
- Other info: Exciting career progression opportunities and a supportive work environment.
- Why this job: Join a high-performing team and make a real impact in financial planning.
- Qualifications: Previous paraplanning experience and strong analytical skills required.
The predicted salary is between 38000 - 40000 £ per year.
The award winning business provides a truly holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services. With private equity backing and ambitious growth plans, the firm continues to expand rapidly across the UK, making this the perfect time to join.
Due to continued growth, a new opportunity has been created for a talented Paraplanner to join our Marlborough regional hub. This is a fantastic opportunity to join a high performing, collaborative financial planning team where paraplanners are genuinely valued as a key part of the advice process. You will work closely with experienced Financial Planners, helping deliver high quality, personalised financial planning solutions for clients.
The Role
As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.
Your Responsibilities Will Include
- Producing high quality suitability reports
- Conducting detailed research on financial products, providers and strategies
- Supporting Financial Planners with client reviews and ongoing planning needs
- Acting as a technical support contact for the financial planner and client queries
- Submitting applications to providers and managing documentation
- Maintaining accurate, compliant and well-presented client records
- Ensuring all work is completed in line with FCA and internal compliance standards
About You
You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.
Ideally You Will Have
- Previous paraplanning experience with financial advice
- Diploma qualified and willing to study further
- Experience with Intelligent Office, highly desirable
- Strong analytical and research skills
- Excellent attention to detail and organisational ability
- The confidence to manage multiple priorities effectively
- Outstanding communication and teamwork skills
- Strong IT skills including Word, Excel and PowerPoint
What’s On Offer
This business is passionate about investing in its people and supporting long‑term careers within financial planning.
Benefits Include
- 25 days holiday + bank holidays
- Option to purchase up to 5 additional days holiday
- Your birthday off
- Quarterly paraplanning bonus scheme
- Annual salary reviews
- Full study support for professional qualifications, CPD Adviser Academy and clear career progression pathways
- Staff recognition and annual awards
- Hybrid/flexible working
- Private pension
- Life assurance
- Corporate eye-care cover
Location: Marlborough, Wiltshire - United Kingdom | Salary: £38000 - £40000 per year | Job type: Permanent | Posted: 01/06/2026
Paraplanner in Marlborough employer: Recruit Wealth Limited
Join an award-winning firm in Marlborough that values its Paraplanners as essential contributors to the financial planning process. With a strong commitment to employee development, you will benefit from comprehensive study support, a collaborative work culture, and a range of perks including generous holiday allowances and a quarterly bonus scheme. This is an exciting opportunity to grow your career in a rapidly expanding business that prioritises both client satisfaction and employee well-being.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Marlborough
✨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 firms like ours. A friendly chat can sometimes lead to a job offer before it even gets advertised!
✨Tip Number 2
Prepare for interviews by practising common paraplanning scenarios. Think about how you’d handle client queries or produce suitability reports. We want to see your analytical skills in action, so be ready to showcase your expertise!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to connect directly with us!
We think you need these skills to ace Paraplanner in Marlborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous paraplanning experience and any relevant qualifications to show us you’re the right fit for our team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how your skills align with our collaborative approach. Don’t forget to mention your experience with Intelligent Office if you have it!
Showcase Your Attention to Detail:As a Paraplanner, attention to detail is key. Make sure your application is free from typos and errors. This will demonstrate your commitment to high-quality work, which is something we value at StudySmarter.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific products relevant to the role. Familiarise yourself with the latest trends in wealth management and investment strategies, as this will show your passion and commitment to the field.
✨Showcase Your Team Spirit
Since the role involves working closely with Financial Planners, highlight your teamwork skills during the interview. Share examples of how you've collaborated in the past and how you can contribute to a high-performing team environment.
✨Prepare for Technical Questions
Expect questions that test your analytical and research skills. Be ready to discuss how you would approach producing suitability reports or conducting detailed product research. Practising these scenarios can help you feel more confident.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions about the company’s growth plans or their approach to client service. This not only shows your interest but also gives you a chance to assess if the company aligns with your career goals.
