Paraplanner

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 Rotherham 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

Ideally 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 skil...