Recruit UK Market Harborough, England, United Kingdom
Paraplanner
Recruit UK Market Harborough, England, United Kingdom
1 day ago Be among the first 25 applicants
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Base pay range
Job Title: Paraplanner
Location: Market Harborough
Job Reference: 9837
Job Description:
We are looking for a detail-oriented and proactive Paraplanner to join our clients growing team. In this key role, you’ll provide full paraplanning support to our Financial Planners, ensuring exceptional client service, technical accuracy, and regulatory compliance across all advice provided.
You will be responsible for preparing high-quality suitability reports, conducting research, building cash flow models, and supporting the end-to-end advice process to help deliver outstanding outcomes for clients.
Key Responsibilities:
Paraplanning & Client Support:
* Prepare and maintain accurate client files and documentation
* Support Financial Planners with client reviews and cash flow modelling
* Conduct thorough research to identify suitable financial planning solutions
* Draft high-quality suitability reports and prepare supporting recommendation materials
* Liaise with clients’ legal and tax advisers where necessary
* Support with the implementation of advice, including applications and compliance checks
* Contribute to building and maintaining strong, trusted client relationships
Compliance & Quality Assurance:
* Ensure all activity aligns with FCA regulations and internal standards
* Maintain up-to-date knowledge of regulatory changes, including Consumer Duty principles
* Uphold high standards of documentation and record-keeping
* Attend relevant training to support ongoing competence and CPD
Consumer Duty Responsibilities:
* Consumer Understanding – Ensuring clients have the right information at the right time
* Price and Value – Ensuring the recommendations deliver fair value
* Product and Services – Ensuring suitability and appropriate outcomes
* Consumer Support – Ensuring service is responsive, accessible, and effective
Employees may also be required from time to time to carry out additional duties as requested by their manager.
What We’re Looking For:
Knowledge & Expertise:
* Strong understanding of financial planning concepts across pensions, investments, and protection
* Experience building cash flow models and preparing suitability reports
* Comfortable working with CRM systems and financial research tools
Experience & Qualifications:
* Previous paraplanning experience within a financial planning or wealth management firm
* Level 4 Diploma in Regulated Financial Planning (or working towards it)
* Experience liaising with professional advisers (e.g. solicitors, accountants) is an advantage
Skills & Personal Attributes:
* High attention to detail and commitment to quality
* Strong written and verbal communication skills
* Professional, personable, and client-focused
* Self-motivated and able to work both independently and as part of a team
* Organised, adaptable, and able to manage multiple deadlines
What’s In It For You?
* Salary Up to £42,000
* Flexible hybrid working arrangement
* Early finish every Friday at 2:15pm
* Additional day off for your birthday
* 4x salary death-in-service cover
* Income protection cover for up to 5 years
* MediCash benefits including 24/7 GP access and retail discounts
* 5% employer-matched pension contributions
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a well established Financial Advice firm in Market Harborough
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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