Vacancy Detail


Recruit Wealth are representing a highly respected and well known Financial Planning organisation to seek an experienced Paraplanner. This is a newly created role due to on going Adviser recruitment and increasing client activity.

This well regarded 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 with complex financial planning needs.

Your role will be to conduct detailed research and 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 research and then explain complex solutions clearly with 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, 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.

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

Opportunities to progress to Advising could well present themselves over the long-term, however, this is not prerequisite to be considered for the role.

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

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 with the occasional travel required to head offices when restrictions are lifted.

Please apply for an immediate response here at Recruit Wealth.

Location: Guildford, Surrey | Salary: 38000 - 45000 per | Job type: Permanent | Posted: 22/03/2021