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.