Vacancy Detail
Paraplanner
Join a genuinely flexible, collaborative and highly respected national Financial Planning name where your expertise is valued and your career supported!
Recruit Wealth are delighted to once again be representing one of our long-standing and highly regarded Financial Planning clients.
Known for their exceptional staff retention, supportive culture and commitment to delivering truly holistic, independent financial advice, this is a business where people genuinely enjoy coming to work. Collaboration sits at the heart of everything they do, with a team-first environment where knowledge is shared, achievements are recognised and everyone is encouraged to develop professionally.
If you're an experienced Paraplanner looking for a role where your technical ability will be appreciated, your opinion valued and have all the flexibility to achieve an excellent work-life balance, this opportunity is absolutely worth considering.
The Opportunity
As an integral member of the Financial Planning team, you'll provide high-quality technical support to Financial Advisers, producing detailed suitability reports, carrying out comprehensive research and helping deliver outstanding client outcomes.
Working on a diverse range of complex financial planning cases, you'll collaborate closely with Advisers and colleagues across the business, playing a key role in shaping advice while continually developing your own technical expertise.
This is a working environment where Paraplanners are truly championed by the business!
What You'll Receive
Alongside a highly competitive salary, you'll benefit from an excellent benefits package:
- Up to 10% discretionary annual bonus
- Annual company share option awards
- Private pension
- Death in Service
- Permanent Health Insurance
- We Care Employee Assistance Programme
- 25 days' annual leave, increasing by one day each, plus your birthday off
- Fully funded professional qualifications and paid study leave
- Electric vehicle salary sacrifice scheme
- Cycle to Work scheme
- Hybrid working, 2 days office and flexible start and finish times
Why Join This Business?
- A genuinely flexible and collaborative working culture built on trust and mutual respect.
- Hybrid working with flexible start and finish times to support an excellent work-life balance.
- A business that encourages teamwork, knowledge sharing and continuous professional development.
- Exposure to technically interesting and varied financial planning cases.
- Excellent career progression opportunities within a growing, forward-thinking organisation.
- A leadership team that values ideas, supports development and invests in its people.
- Outstanding staff retention and an excellent reputation across the Financial Planning profession.
Recruit Wealth has worked alongside this business for many years and we continue to hold them in the highest regard. Their people-first culture, collaborative approach and commitment to developing their staff make this one of the most attractive Paraplanning opportunities currently available.
If you're looking to join a business where you'll be genuinely appreciated, supported and rewarded for your expertise, we'd love to hear from you.
Apply to Recruit Wealth today for an immediate response.
Location: Bracknell, Berkshire - United Kingdom | Salary: £40000 - £50000 per year | Job type: Permanent | Posted: 28/07/2026
