About this role
Looking for a Paraplanning role where your technical expertise is valued and have the all the work life balance you could wish for!?
We're delighted to be representing a truly independent, boutique Financial Planning name that has built an outstanding reputation for delivering truly personalised, client-centric advice.
Unlike many larger organisations, this is a close-knit business where client relationships come first. Every client receives a tailored financial planning experience and every member of the team plays an important role in delivering exceptional service.
With a collaborative culture, approachable leadership and a genuine passion for doing the right thing, you'll have the opportunity to make a real impact while enjoying the support and flexibility that comes from working within a smaller, agile business.
This is an exceptional opportunity for an experienced Paraplanner to join a business where quality advice always comes before quantity. You'll work alongside a small team of highly experienced Financial Planners, contributing to sophisticated, holistic financial planning strategies, while being trusted to use your technical expertise to help shape the very best outcomes for clients.
Combining traditional, client first values with modern technology, including AI-enabled workflow tools, the business continually invests in improving efficiency while never losing sight of what matters most – delivering outstanding advice and building long-term client relationships.
Why You'll Love This Opportunity
Join a respected independent boutique Financial Planning firmWork within a genuinely client-centric, relationship-led businessBe part of a small, collaborative team where your contribution is recognised and valuedHome working with very occasional office contactSalary of £45,000 - £50,000, depending on experience and qualificationsModern AI-enabled systems designed to enhance efficiency without compromising qualityExcellent long-term development opportunities in a fast growing, privately owned business About You
You'll already have excellent Paraplanning ability and enjoy the technical side of the role.
You'll ideally have:
A minimum of 2 years' Paraplanning experienceLevel 4 Diploma in Regulated Financial Planning (or equivalent) Excellent technical knowledge of pensions, investments and complex advice areas Experience writing detailed suitability reports Strong analytical, numerical and report-writing skillsExceptional attention to detailExcellent organisational and time management abilitiesA proactive, dependable and collaborative approachEmbrace technology, back office systems and AIExperience working within an IFA, Wealth Management or Financial Planning environment If you're an experienced Paraplanner looking to join a business that combines technical excellence with genuine work-life flexibility and collaboration we'd love to hear from you.
Apply today or contact Recruit Wealth for an immediate response.