Job Description
Paraplanner / Trainee Paraplanner – Hybrid
Salary: £30,000 – £50,000 (DOE)
Reference: 10259
Recruit UK are working with a growing, client-focused financial planning firm that is looking to appoint an additional Paraplanner or Trainee Paraplanner to support its close-knit team.
This is a fantastic opportunity for either an experienced paraplanner or an IFA Administrator looking to step up into paraplanning, within a business that values personality, client interaction and team collaboration. As a smaller firm, they are looking for someone who is self-motivated, proactive and comfortable working independently, while also contributing to a supportive team environment.
The Role
You will provide key support across the advice process, assisting with research, report writing and case management, while also having exposure to the client-facing side of the business. Everyone in the team plays a part in client relationships, so strong communication skills and a personable approach are essential.
Key Responsibilities
• Supporting advisers with research and suitability report preparation
• Assisting with client onboarding and ongoing case management
• Working across pensions, investments and financial planning cases
• Maintaining accurate client records and back-office systems
• Contributing to the client experience and relationship management
Candidate Profile
• Experience as a Paraplanner or IFA Administrator (looking to progress)
• Strong communication skills and a client-focused mindset
• Able to work independently and manage workload effectively
• Positive attitude with a team-oriented approach
• Qualifications beneficial but not essential
Salary & Benefits
• £30,000 – £50,000 depending on experience
• Hybrid working – 2 days in office, 3 from home
• 25 days holiday + bank holidays
• 5% pension contribution
• Flexible, supportive working environment