Vacancy Detail


Recruit Wealth are representing an Independent Financial Planning organisation who are seeking an experienced and well qualified Paraplanner. This is a newly created role due to ongoing Adviser recruitment and increasing client activity.

This well regarded national company are looking to recruit a skilled Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to their personal wealth.

Your role will be to conduct detailed research and suitability reports of the client’s current situation in the short, medium and long term relating to their pensions and investments.

You will be able to explain complex solutions clearly and produce comprehensive financial planning reports whilst working closely with the Financial Planners.

The successful applicant will ideally be Diploma status already and have ambitions of studying further towards Chartered status to uphold the standards of the business.

You will have in depth knowledge of Pensions and Investments within private client advice. Equally important is the ability to possess strong communication, presentation and IT skills with the use of advanced back office software. If you possess experience of using Intelligent Office this would be highly desirable. 

This role will suit an intelligent and articulate individual who is looking to further their career as a Paraplanner within a prestigious, ultra-modern and forward thinking firm.

A generous salary, company benefits as well as a professional and encouraging working culture are all available with this opportunity.

Please note: Whilst restrictions are in place due to COVID-19 the business is operating home working to ensure the safety of its staff. The role can continue to be home based/flexible working but with the view the company is looking to maintain an office culture. 

Please apply for an immediate response here at Recruit Wealth.

Location: Farnborough, Hampshire | Salary: 35000 - 42000 per | Job type: | Posted: 25/02/2021