Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Compile financial reports and support planners in finding the best solutions for clients.
- Company: Join a fast-growing, award-winning financial planning business in the UK.
- Benefits: Enjoy bonuses, 25 days holiday, study support, and flexible working options.
- Why this job: Make a real impact in financial planning while growing your career in a dynamic environment.
- Qualifications: Experience in financial advice and strong communication skills are essential.
- Other info: Hybrid working model with excellent progression opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. They are award winning, regularly in the financial press and are PE backed for further growth & expansion, there has never been a better time to join them than now. This newly created Paraplanner role is located for their Dinnington regional hub, one of 50+ national offices.
Responsibilities
- Compiling detailed financial planning reports for the Financial Planners to present to clients.
- Support the Financial Planners by conducting research on products and helping find the right solutions for clients.
- Assisting with reviews and requests, acting as a point of contact for clients' technical day-to-day queries.
- Arranging for plans to be submitted to company providers.
- Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
- Prepare client review packs and conduct Illustration requests.
- Keep up to date with financial products and legislation.
- Comply with all firm and industry guidelines, rules and regulations.
Role Requirements
- Experience in a financial advice firm and paraplanner skills is essential.
- Diploma qualified is highly desirable but consideration will be made for candidates who have the relevant skills and experience.
- Experienced in using IO/Intelligent Office software ideally.
- A reliable individual who has the ability to manage and prioritise workloads.
- Outstanding communication skills at all levels.
- Analytical and problem-solving skills.
- Experience of working as part of a team.
- Excellent organisational and multi-tasking abilities are essential.
- Flexibility/adaptability to cope with change.
- Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits
- Quarterly paraplanning bonuses.
- 25 days holiday plus bank holidays.
- Day off for your Birthday.
- Annual salary reviews.
- Staff awards.
- Study support for professional industry exams.
- Adviser Academy if desired.
- Progression.
- Holiday Purchase Scheme.
- Life Assurance.
- Private pension.
- Corporate Eyecare cover.
- Flex/Hybrid working.
This opportunity is being offered on a hybrid working week, 3 days office, 2 days WFH. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner in England employer: Recruit Wealth Ltd
Contact Detail:
Recruit Wealth Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in England
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and legislation. Make sure you can confidently discuss how your skills align with the responsibilities listed in the job description. We want you to shine!
✨Tip Number 3
Showcase your organisational skills during the interview. Bring along examples of how you've managed workloads and prioritised tasks in previous roles. This will demonstrate that you're the reliable individual they're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the quickest way to get your application in front of 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 England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in financial advice and any relevant qualifications. We want to see how your skills match 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 this role and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Skills: Don’t forget to mention your analytical and problem-solving skills, as well as your experience with software like IO/Intelligent Office. We’re keen on seeing how you can manage workloads and communicate effectively.
Apply Through Our Website: For the best chance of success, apply directly through our website. It’s quick and easy, and we’ll get back to you as soon as possible. We can’t wait to hear from you!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the latest products, legislation, and trends in the industry. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Paraplanning Skills
Be ready to discuss your experience with compiling financial reports and using software like IO/Intelligent Office. Prepare examples of how you've supported financial planners in the past, as this will demonstrate your hands-on experience and problem-solving abilities.
✨Communicate Clearly
Outstanding communication skills are a must for this role. Practice explaining complex financial concepts in simple terms. During the interview, be clear and concise in your responses, and don’t hesitate to ask for clarification if you don’t understand a question.
✨Demonstrate Team Spirit
Since teamwork is essential, think of examples where you've successfully collaborated with others. Highlight your ability to adapt and manage workloads while supporting your colleagues. This will show that you’re not just a great individual contributor but also a team player.
