Job Description 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 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. 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 Strong knowledge of pensions, investments and financial planning processes Experience preparing financial suitability reports and conducting research Comfortable working with financial planning systems and research tools Demonstrates integrity, enthusiasm and a genuine commitment to delivering quality advice support Competitive salary Hybrid working/Flexible Working Private pension Generous annual holiday allowance with increases based on length of service Group Life Cover, x4 salary 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 These opportunities will be particularly attractive to experienced Paraplanners seeking to join a highly respected, growing Financial Planning firm where their expertise is valued and their career development is genuinely supported. With strong financial backing and ambitious growth plans, this organisation is on course to become one of the largest and most influential names in UK Financial Planning. Recruit Wealth holds this business in extremely high regard and we welcome applications from individuals looking for a long-term, rewarding career within a progressive advisory firm. Apply to Recruit Wealth for an immediate response.
Paraplanner (Pensions Management) in Warwick employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
