Vacancy Detail


Recruit Wealth are representing a national Independent Financial Planning and Wealth Management organisation to seek an experienced Paraplanner. This role is a 12 month maternity cover with the view should the business be able to offer a permanent role this could be reviewed but not guaranteed. 

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 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 but due to the urgency of the vacancy they are willing to consider candidates without Diploma or studying towards. 

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. 

Full training on systems and internal procedures will be offered from the line managers and elements of home working due to Covid will be accommodated. 

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 large 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: Bristol | Salary: 29000 - 35000 per year | Job type: Permanent/Contract | Posted: 25/03/2021