Job Description
Job Role: Paraplanner
Recruit UK
Location: Warrington
Salary: £40,000- £50,000
Reference Number: 10191
The Opportunity
Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function.
This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business.
The Role
As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff.
Key responsibilities include:
* Producing and reviewing complex suitability reports and technical advice
* Leading, mentoring, and training junior paraplanners and support staff
* Implementing and improving paraplanning processes and standards
* Acting as a technical point of contact for advisers
* Supporting case allocation and workflow management
* Ensuring regulatory compliance and best practice
* Contributing to the continuous improvement of advice delivery
Leadership & Training Focus
A significant part of this role involves developing capability across the team. You will:
* Deliver structured training sessions and coaching
* Support onboarding of new hires
* Share technical updates and regulatory changes
* Help build a high-performing paraplanning culture
* Identify development needs and progression pathways
About You
We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills.
Essential:
* Extensive paraplanning experience within a financial planning environment
* Level 4 Diploma qualified (or working towards Chartered status preferred)
* Proven experience handling complex cases
* Strong report writing and analytical skills
* Excellent communication and mentoring ability
Desirable:
* Previous leadership, supervisory, or training experience
* Chartered Financial Planner status (or progress toward)
* Experience improving processes or managing projects
Salary & Benefits
* Competitive basic salary of up to £50,000 (dependent on experience)
* Support towards chartered status
* Clear progression pathway into management or technical leadership roles
* Competitive holiday allowance, Christmas closure, and your birthday off
* Electric car through salary sacrifice scheme
Why Apply?
* Step into a genuine leadership role without leaving technical work behind
* Influence the development of a growing paraplanning team
* Work for a firm that values high-quality financial planning
* Excellent long-term career prospects
If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you.
About Recruit UK:
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 is pleased to be working with a Financial Planning firm in Warrington on a Paraplanner role.
Our commitment to you
· Start every journey with a conversation to find out about you in depth.
· Provide honest feedback on where you fit in the jobs market.
· Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
· Take a holistic mindfulness approach – career happiness is rarely just about the money.
· Cover the whole of the UK with a local touch through our regional teams.
· Never pester you.