Paraplanner
other jobs Recruit UK
Added before 6 Days
  • England,South West,Devon
  • Full Time, Permanent
  • £38,000 - £42,000 per annum
Job Description:
Full job descriptionJob Title: Paraplanner
Industry: Financial Planning
Location: Devon, Remote, Barnstaple (1 day a week)
Salary: Up to £42,000 (depending on experience)
Job Reference: 10508


Job Description
Recruit UK is working on an excellent opportunity for a Paraplanner to join our nationwide wealth management client in their Barnstaple, Devon office on a hybrid basis.
This growing and successful wealth management firm is looking for an experienced, detail-oriented Paraplanner to join its expanding technical paraplanning team. This is an opportunity to develop your technical expertise within a collaborative and supportive environment where professional development, work-life balance, and delivering exceptional client outcomes are at the heart of the business.
Working closely with a team of Financial Planners, you’ll play a key role in producing high-quality financial planning support, helping to deliver tailored advice and build long-lasting client relationships.


What’s in it for you?
*Salary up to £42,000 depending on experience
*Hybrid working with only one office day per week
*Early finish every Friday
*Very generous annual leave plus bank holidays
*Employer-matched pension contributions
*4x salary death-in-service cover
*Income protection for up to five years
*Healthcare benefits, including GP access and more
*Ongoing training and career development through an internal academy
*Friendly, supportive and collaborative working environment


Skills and experience required:
*Proven experience as a Paraplanner within financial planning or wealth management
*Level 4 Diploma in Regulated Financial Planning
*Strong technical knowledge of pensions, investments, tax-efficient planning and protection
*Excellent suitability report writing skills


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 on a Paraplanner opportunity based in Barnstaple, Devon.
Job number 3946860

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Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...
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