Paraplanner

Job Title: Paraplanner

Industry: Financial Planning / Financial Services

Locations: Edgbaston / Warwick

Salary: Up to £40,000 (dependent on experience)

Job Description:

Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a growing Independent Financial Advice firm within our Nationwide client.

The purpose of this role is to work closely with Financial Planners to deliver a high-quality, compliant, and professional service to clients. You will play a key role in supporting the advice process by conducting research, producing suitability reports, and ensuring all recommendations meet regulatory and company standards.

Key Responsibilities:

• Work closely with Financial Planners to understand client objectives and assist Financial Services Administrators in gathering required information
• Assist in identifying financial planning opportunities and sourcing suitable solutions, including preparation of tax calculations where required
• Ensure all required compliance documentation is present and correct prior to submission of suitability reports
• Prepare suitability reports and recommendations for Financial Planner approval in line with company policy
• Prepare associated client documentation and ensure signed declarations and authorisations are in place prior to any transactions

What's in it for you?

• Salary up to £40,000 depending on experience
• Auto enrolment pension
• 23 days annual leave plus bank holidays
• Group Life cover
• Income protection
• Company sick pay
• Employee Assistance Programme
• Financial wellbeing support

Skills and Experience Required:

• Minimum of 2 years' experience in a Paraplanning role within an Independent Financial Adviser
• DipPFS qualified or equivalent Level 4 qualification
• Experience working across a broad range of financial products
• Strong understanding of the end-to-end financial planning process

About Recruit UK:

Recruit UK are specialists in financial services recruitment, offering deep market insight and access to a network of over 100,000 financial services professionals. We work closely with candidates to understand their experience, motivations, and long-term goals.

Our commitment to you:

• Start every journey with an in-depth conversation
• Provide honest feedback on where you sit in the market
• Use our network to match you with the right opportunity
• Take a holistic approach - career happiness goes beyond salary
• UK-wide reach with a strong local presence
• Never pester you