At a Glance
- Tasks: Prepare high-quality Suitability Reports and support client business in wealth management.
- Company: Established financial services business with a strong reputation for client care.
- Benefits: Competitive salary, professional development, and comprehensive employee benefits.
- Other info: Opportunities for long-term career growth and professional qualifications.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in wealth management and strong report-writing skills required.
The predicted salary is between 40000 - 50000 £ per year.
Are you an experienced Paraplanner looking to join a professional, supportive and growing wealth management team? RecruitME is recruiting for a Paraplanner to join an established financial services business based in Stamford. This is an excellent opportunity for someone with strong technical knowledge who can prepare high-quality Suitability Reports and support new and existing client business across investments, pensions, trusts and inheritance tax planning.
You will work closely with Independent Financial Advisers, senior colleagues and compliance professionals, helping to deliver accurate, efficient and fully compliant financial planning solutions.
What's in it for you?
- Competitive salary dependent on experience
- Permanent, full-time position
- Monday-to-Friday working hours
- Professional and supportive working environment
- Broad exposure across pensions, investments, trusts and IHT planning
- Support towards professional qualifications
- Opportunities for long-term development and progression
- Comprehensive employee benefits package
The role
As Paraplanner, you will join the Wealth Management Support Team and report to the Compliance Manager and Head of Support. Your responsibilities will include:
- Preparing clear, accurate and compliant Suitability Reports
- Processing new and existing investment and pension business
- Supporting cases involving trusts and inheritance tax planning
- Assisting with protection and equity release business where required
- Preparing annual client reviews
- Using cash-flow modelling tools to support financial planning recommendations
- Maintaining accurate and up-to-date records on the case management system
- Liaising with clients, product providers and industry professionals
- Ensuring all work complies with FCA regulations, internal procedures and best practice
- Supporting Independent Financial Advisers with technical and administrative work
- Working closely with the Compliance Manager and Money Laundering Reporting Officer
- Completing project-based work as required
- Ensuring the clients' interests remain at the heart of every recommendation
About you
You will already have relevant experience within wealth management, financial planning or an IFA environment and be confident preparing Suitability Reports. You should have good knowledge of several of the following areas:
- Pensions
- Investments
- Investment bonds
- Trusts
- Inheritance tax planning
- Protection
- Equity release
You will ideally be Diploma-qualified or currently working towards a Level 4 Diploma in Financial Planning. Experience using Intelligent Office, IRESS The Exchange or cash-flow forecasting software would be beneficial.
You will also need:
- Excellent written and verbal communication skills
- Strong report-writing ability
- High levels of accuracy and attention to detail
- Good technical and analytical skills
- A strong understanding of financial services compliance
- The ability to manage deadlines and competing priorities
- Confidence dealing with clients, advisers and providers
- High levels of integrity, discretion and confidentiality
- A proactive and positive approach
- Strong Microsoft Office skills
- A full UK driving licence and access to a vehicle
- A relevant degree in finance, economics or law would be advantageous but is not essential where you can demonstrate strong industry experience.
Why join?
You will be joining an established and highly regarded professional services business with a strong reputation for client care, technical excellence and employee development. The business offers a supportive and collaborative environment where professional qualifications are encouraged, high standards are recognised and employees are given the opportunity to build long-term careers. Apply today to take the next step in your paraplanning career.
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