Full job descriptionJob Title: Paraplanner
Industry: Financial Planning / Financial Services
Locations: Edgbaston / Warwick
Salary: Up to £40,000 (dependent on experience)
Job Description:
Recruit UK are working on an exciting opportunity for an experienced Paraplanner to join a growing Independent Financial Advice firm within our Nationwide client.
The purpose of this role is to work closely with Financial Planners to deliver a high-quality, compliant, and professional service to clients. You will play a key role in supporting the advice process by conducting research, producing suitability reports, and ensuring all recommendations meet regulatory and company standards.
Key Responsibilities:
*Work closely with Financial Planners to understand client objectives and assist Financial Services Administrators in gathering required information
*Assist in identifying financial planning opportunities and sourcing suitable solutions, including preparation of tax calculations where required
*Ensure all required compliance documentation is present and correct prior to submission of suitability reports
*Prepare suitability reports and recommendations for Financial Planner approval in line with company policy
*Prepare associated client documentation and ensure signed declarations and authorisations are in place prior to any transactions
What’s in it for you?
*Salary up to £40,000 depending on experience
*Auto enrolment pension
*23 days annual leave plus bank holidays
*Group Life cover
*Income protection
*Company sick pay
*Employee Assistance Programme
*Financial wellbeing support
Skills and Experience Required:
*Minimum of 2 years’ experience in a Paraplanning role within an Independent Financial Adviser
*DipPFS qualified or equivalent Level 4 qualification
*Experience working across a broad range of financial products
*Strong understanding of the end-to-end financial planning process
About Recruit UK:
Recruit UK are specialists in financial services recruitment, offering deep market insight and access to a network of over 100,000 financial services professionals. We work closely with candidates to understand their experience, motivations, and long-term goals.
Our commitment to you:
*Start every journey with an in-depth conversation
*Provide honest feedback on where you sit in the market
*Use our network to match you with the right opportunity
*Take a holistic approach — career happiness goes beyond salary
*UK-wide reach with a strong local presence
*Never pester you