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
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Recruit Wealth Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Marlborough
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Recruit Wealth Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Recruit Wealth Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Recruit Wealth Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Recruit Wealth Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Recruit Wealth Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Recruit Wealth Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
