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- Tasks: Collaborate with Financial Planners to deliver top-notch financial planning solutions.
- Company: Join a leading UK Financial Planning and Wealth Management firm known for exceptional client service.
- Benefits: Enjoy competitive salary, hybrid working, generous holiday allowance, and support for professional development.
- Other info: Dynamic team culture with clear progression opportunities and a commitment to employee wellbeing.
- Why this job: Make a real difference in clients' lives while advancing your career in a supportive environment.
- Qualifications: 2+ years in Paraplanning, strong knowledge of financial processes, and DipPFS qualification preferred.
The predicted salary is between 40000 - 45000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s most recognised and highly respected national Financial Planning and Wealth Management names. Our client is renowned for delivering truly independent, expert financial advice combined with exceptional client service. Their mission is simple but powerful – to make a genuine difference to people’s lives by helping clients achieve financial security and live the life they want and deserve. With 30+ offices nationwide and over 200 qualified Financial Planners, the business is a prominent and well-established name within the Financial Planning profession. Thanks to continued growth, strong client demand and private equity backing, the company is expanding across the UK and is now looking to appoint experienced Paraplanners to join several of their regional teams & offices.
This is a fantastic opportunity to join a highly professional, collaborative and forward-thinking Financial Planning environment, where Paraplanners are valued as an integral part of the advice process. Working closely with Financial Planners and IFA Administrators, you will play a key role in delivering high-quality financial planning solutions, ensuring clients receive well-researched, accurate and compliant advice.
Your Responsibilities Will Include:
- Working alongside Financial Planners to understand client objectives and financial planning needs
- Assisting in gathering and analysing client information to build a complete financial picture
- Ensuring all information obtained is aligned with internal policy
- Identifying planning opportunities and researching appropriate solutions to meet client goals
- Assisting with tax calculations and planning strategies where required
- Preparing comprehensive financial suitability reports and recommendations for adviser approval
- Ensuring all compliance documentation is complete and accurate prior to presenting advice
- Preparing supporting documentation and recommendation packs for clients
- Ensuring all signed client authorisations are in place before any transaction is implemented
Skills, Experience & Desirable Attributes:
- At least 2 years’ experience in a Paraplanning role
- Strong knowledge of pensions, investments and financial planning processes
- DipPFS qualified or very close to being qualified and wanting to study further
- Experience preparing financial suitability reports and conducting research
- Strong analytical ability with excellent attention to detail
- Confident communicator with strong client service awareness
- Highly organised with the ability to prioritise and manage multiple cases
- Comfortable working with financial planning systems and research tools
- Professional, dependable and able to work effectively both independently and as part of a team
- Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support
What’s On Offer:
Our client is known for creating a positive, supportive and professional working environment where employees are genuinely valued and encouraged to develop their careers.
Benefits Include:
- Competitive salary
- Hybrid working
- Private pension
- Generous annual holiday allowance with increases based on length of service
- Group Life Cover, x4 salary
- Income protection
- Company sick pay
- Employee Assistance Programme
- Financial wellbeing support
- Full support for professional exams and continuous professional development
- Clear progression opportunities within the financial planning team
Location: Stoke on Trent, Staffordshire – Hybrid Working | Salary: £40000 - £45000 per year | Job type: Permanent | Posted: 16/03/2026
Paraplanner in Stoke-on-Trent employer: Recruit Wealth Limited
Contact Detail:
Recruit Wealth Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Stoke-on-Trent
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online groups. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of pensions, investments, and compliance. Be ready to discuss how you've tackled challenges in previous roles and how you can contribute to delivering high-quality financial planning solutions.
✨Tip Number 3
Showcase your analytical skills! Bring examples of how you've gathered and analysed client information in the past. This will demonstrate your ability to build a complete financial picture and identify planning opportunities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Paraplanner in Stoke-on-Trent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial planning, especially your knowledge of pensions and investments. We want to see how your skills align with 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 financial planning and how you can contribute to our mission. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Analytical Skills: As a Paraplanner, strong analytical skills are key. In your application, give examples of how you've successfully gathered and analysed client information in the past. We want to know how you can help us deliver top-notch financial solutions!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Recruit Wealth Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning processes. Being able to discuss these topics confidently will show that you're not just qualified but also genuinely interested in the field.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific client situations or challenges. Think about past experiences where you've successfully identified planning opportunities or resolved issues, and be ready to share those examples.
✨Showcase Your Attention to Detail
As a Paraplanner, accuracy is key. Be prepared to discuss how you ensure compliance and accuracy in your work. You might even want to bring along a sample report (with sensitive info removed) to demonstrate your thoroughness.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the tools they use for financial planning, or how they support professional development. This shows your enthusiasm and helps you gauge if it’s the right fit for you.