At a Glance
- Tasks: Support Financial Planners by producing reports and conducting detailed research.
- Company: Join one of the UK's fastest-growing financial planning firms with a collaborative culture.
- Benefits: Enjoy 25 days holiday, hybrid working, and full study support for professional qualifications.
- Other info: Excellent career progression opportunities in a supportive environment.
- Why this job: Be part of a valued team making a real impact in clients' financial lives.
- Qualifications: Previous paraplanning experience and strong analytical skills are essential.
The predicted salary is between 35000 - 45000 £ per year.
Recruit Wealth are delighted to be representing one of the UK’s fastest growing and most highly regarded national Financial Planning names. This 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 their 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
The firm is widely recognised for its supportive leadership, collaborative people culture and excellent staff retention, providing an environment where financial planning professionals can truly develop and progress their careers. Recruit Wealth have worked closely with this organisation for many years now and hold them in extremely high regard with their reputation across the financial planning sector. Please apply to us here at Recruit Wealth for an immediate response.
Paraplanner in Marlborough employer: Recruit Wealth Ltd
Join one of the UK's fastest growing financial planning firms in Marlborough, where your role as a Paraplanner is not just valued but integral to our collaborative team. With a strong focus on employee development, we offer extensive benefits including generous holiday allowances, professional study support, and a culture that prioritises recognition and career progression, making it an ideal environment for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Marlborough
✨Network Like a Pro
Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and attention to detail. Share examples of how you've produced high-quality reports or supported financial planners in the past. We want to see your expertise shine!
✨Prepare for the Interview
Do your homework on the company and its values. Be ready to discuss how you can contribute to their collaborative culture and support their ambitious growth plans. We love candidates who show genuine interest and enthusiasm for the role!
✨Apply Through Us
Don’t forget to apply through our website! It’s the quickest way to get your application seen by the right people. We’re here to help you land that Paraplanner role and kickstart your career in financial planning!
We think you need these skills to ace Paraplanner in Marlborough
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight your previous paraplanning experience and any relevant qualifications. 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 team. Keep it concise but engaging – we love a good story!
Showcase Your Skills:Don’t forget to showcase your analytical and research skills in your application. Mention any experience with Intelligent Office or similar tools, as well as your strong IT skills. We’re keen to see how you can support our Financial Planners!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Recruit Wealth Ltd
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge, especially around suitability reports and compliance standards. Being able to discuss specific financial products and strategies will show that you're not just a paraplanner, but a knowledgeable partner in the advice process.
✨Showcase Your Team Spirit
This role is all about collaboration, so be ready to talk about your experience working in teams. Share examples of how you've supported Financial Planners or contributed to client reviews. Highlighting your teamwork skills will resonate well with the interviewers.
✨Be Detail-Oriented
Attention to detail is crucial in this role. Prepare to discuss how you ensure accuracy in your work, whether it's maintaining client records or managing documentation. You might even want to bring examples of your previous work to demonstrate your meticulous approach.
✨Ask Smart Questions
Interviews are a two-way street, so come prepared with insightful questions about the company culture, growth plans, and how they support professional development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
